Latest Special Reports

Yearend tax strategies 2016

Many clients are unaware of yearend benefits or strategies that can help them reduce their taxes and save money on their 2016 tax returns

A web-exclusive series on mentorship

In this six-part video series, Dan Richards, Lynn McGrade and Rebecca Cowdery discuss upcoming regulatory reforms and their impact on advisors

A tax planning toolkit for advisors

News and insights from the Canadian mutual fund industry’s annual event in Toronto on Sept. 29

Experts give advisors practical, hands on advice about CRM2’s final rules

News and insight from the annual symposium in Richmond, B.C., Sept. 22-24.

Morningstar columnist Sonita Horvitch moderates a discussion with three global fixed-managers

A web-exclusive series on investing in emerging markets

Dan Richards shares several ways advisors can improve productivity in this seven-part video series

Ellen Bessner and Dan Richards share their insights with advisors in this eight-part video series

A three-part series on working with millennials