Home In-Depth Special Reports

Latest news in Special Reports

senior woman student in class

Women fear outliving their savings

Lower income levels, lack of confidence in investing and greater exposure to eldercare issues may be contributing factors

Businessman making presentation with his colleagues and business strategy digital layer effect at the office as concept

Clients care little about funds’ brands

Research found that advisors are far more likely to choose proprietary investment funds for their clients

Parliament hill, Ottawa, graphich

Federal Budget 2018

Keep on top of all the latest tax changes in Budget 2018. Watch this webinar replay with noted tax expert Jamie Golombek.

The Buildings and Skyline of Ottawa

Industry has mixed reaction to Budget 2018

Feds fall short of promoting sustained growth: IIAC

Front view of the Parliament building in Ottawa, late winter, early spring

Highlights from Budget 2018

Changes to income sprinkling, passive investment income and the small business tax rate

Front view of the Parliament building in Ottawa, late winter, early spring

Ottawa backtracks on key tax measures for small business

The government’s proposal limits access to the lower small-business rate rather than taxing passive income above $50,000 at potentially punitive tax rates

man woman handshake by close up on a blue background

Gender equality at the heart of Budget 2018

The federal government intends to implement several measures to increase gender diversity, which “leads to more growth,” said Finance Minister Bill Morneau

  • By: Pablo Fuchs
  • February 27, 2018 February 27, 2018
  • 17:41
Ottawa Canal at night

The government proposes to strengthen the FCAC

Feds also aim to modernize the deposit insurance system and implement a framework for resolving systemically important financial market infrastructure firms

Young Businesswoman Addressing Boardroom Meeting

Parental sharing benefit key part of gender equality-focused budget

The new “use-it-or-lose-it” benefit would increase the duration of EI parental leave by up to five weeks for parents

Gold coins on island with palm trees

Feds to crack down further on tax avoidance

The government will be investing money to improve the fairness and integrity of the tax system as well as introduce new rules

  • By: Pablo Fuchs
  • February 27, 2018 February 27, 2018
  • 17:37
Piggy bank with money flat icon illustration

Feds aim to make RESPs, RDSPs more accessible

Budget 2018 extends a temporary measure to set up RDSPs in cases in which the capacity of the individual to enter into a contract is…

Improving client services at the CRA

The government will be providing additional resources toward improving client services in three key areas at the CRA

Front view of the Parliament building in Ottawa, late winter, early spring

Feds plan to spend $10 billion on new initiatives

Budget 2018 contained little mention of spending toward infrastructure and defence

Front view of the Parliament building in Ottawa, late winter, early spring

Slideshow: What to expect in the 2018 federal budget

This year’s federal budget is expected to include announcements on pay equity, parental leave, the federal deficit and much more

Virtual Wallet Smartphone Bitcoins On Printed Circuit Board concept

What to tell your clients about ICOs

Initial coin offerings may promise reward, but they carry high levels of both regulatory and financial risk

Toronto bank towers

How blockchain could supercharge financial services

Financial services firms are embracing blockchain technology to improve efficiencies, cut costs and reduce risks

Brave new way of doing business

As financial services firms make significant investments in technology, they're creating new ways for you to serve your clients

Abstract bitcoin crypto currency blockchain technology on global world map illustration

Cryptocurrencies and your clients

When your client asks you about bitcoin - or any other speculative investment - remember to consider that client's long-term goals. There are ways to…

Social media: Getting it right

As users of Facebook, Twitter and LinkedIn become more discriminating, the onus is on you to curate and create content that is compelling - and…

Avoid technology’s health risks

Staying connected to the office and your clients can boost your efficiency. But when technology enables work to encroach on your personal life, it's time…

Technology and the art of advice

Michael Taglieri, an advisor with Assante Capital Management in Burlington, Ont., has a background in art and a penchant for technology. He says both interests…

  • By: Leah Golob
  • February 15, 2018 February 22, 2018
  • 00:12

The winners: Advisors who adapt

Although some advisors view the advent of technology as a threat to their existence, others foresee collaboration between the power of technology and the professional…

Tech Tips: The tech-savvy office

You don't have to be a geek to bring your practice up to technological speed. Just a few upgrades - such as a big-screen TV…

Bitcoin Electronic Crypto Currency Exchange Concept Illustration

The vast potential of blockchain technology

Blockchain technology has the potential to disrupt many sectors and business models beyond cryptocurrencies such as bitcoin. Here’s what it is and how it works.

Explaining RRSPs and TFSAs is key

Canadians who work with an advisor are much more likely to take advantage of tax-registered plans such as RRSPs and TFSAs