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

stock market world economy abstract

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

birthday candle

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

      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

      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

      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…