Latest news in Special Reports

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.

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

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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
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

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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
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

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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

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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…