Latest news in Special Reports

Key yearend tax tips

There are several tax-planning strategies that you and your clients should consider - from crystallizing capital gains and losses to maximizing charitable donations and TFSAs…

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Balancing risk in a time of flat yield curves

Investing in bonds to take shelter from the potential tumble in stock prices also carries great risk

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Offering advisor alpha to clients

If you’ve shifted to passive investing, here are ideas to create advisory value for clients

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Attractive opportunities for income-focused investors

Sovereign and corporate emerging-market bonds carry greater risk, but offer potential for significant pick-up in yield to bonds from developed markets

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How ETF investors are unique — and why it matters to advisors

Find out what research presented at the ETF Summit reveals

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How ETFs fit into a hybrid advice model

Experts describe how they use the funds

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What is safety worth to fixed-income investors?

Bond investors are giving up a lot of yield by taking on government bonds to avoid the potential default in corporate bonds

So, what’s the key to success? Improved advisor productivity. Firms have taken the obvious steps to improve advisors’ performance and enable relationship building with clients, giving advisors the tools to design high-performing and cost-effective portfolios. For example, new technology has enabled online account opening and electronic signatures for client documentation. New technology also has facilitated securities order management and processing, mitigating the growing administrative burden on advisors.

Higher returns over the long haul

In spite of their periodic ups and downs, emerging markets have trended higher over time, providing long-term investors with greater risk-adjusted returns than developed markets

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Emerging markets offer diverse opportunities

Demographic trends, a rising middle class and increasing domestic consumption are among the factors that make emerging market increasingly attractive to investors

Federal reserve building, Washington DC

Central banks’ interest rate increases carry great risk

Short-term interest rate tightening is likely to flatten the yield curve if not accompanied by expectations of higher future inflation

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Small biz tax changes: where we are now

The federal government’s final proposals received royal assent on June 21

ETF Summit agenda

This event is now available for complimentary viewing across Canada via our Virtual Conference

ETF Summit speaker biographies

This event is now available for complimentary viewing across Canada via our Virtual Conference

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Women fear outliving their savings

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

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Clients care little about funds’ brands

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

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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.

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Industry has mixed reaction to Budget 2018

Feds fall short of promoting sustained growth: IIAC

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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

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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 November 9, 2019
  • 17:41
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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

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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

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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 November 9, 2019
  • 17:37
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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