Latest news in Special Reports

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

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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

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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

    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

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    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…

    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 October 17, 2019
    • 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…

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    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.