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Week of March 03, 2018
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Special Reports
Budget 2018: 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
February 27, 2018

Industry News
IA acquires PPI
The acquisition of two sizable MGAs adds 3,000 independent life insurance advisors to IA’s distribution network
February 26, 2018

Industry News
Banks missing chances to give client advice
The challenge for banks is getting the advice formula right and delivering it in a personalized manner across all channels
February 26, 2018

Special Reports
Budget 2018: Feds aim to make RESPs, RDSPs more accessible
February 27, 2018

Industry News
Canadians could use some help with TFSAs
February 28, 2018

Special Reports
Budget 2018: Industry has mixed reaction
February 28, 2018

Industry News
Canadian banks wrap up solid first quarter
March 1, 2018

Products
Equity funds drop in February: Morningstar
March 2, 2018

In Depth

Special Reports
Budget 2018
News and insight from the 2018 federal budget
26 February 2018

Webinars

Webinars
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.
February 28, 2018

Inside Track

Keith Costello
Cultural diversity is an opportunity
Financial planners and financial advisors who embrace a cultural diversity strategy will realize growth in their practices
February 23, 2018

Newspaper: March 2018

News
Clients care little about funds' brands
Research found that advisors are far more likely to choose proprietary investment funds for their clients
March 1, 2018

News
The risks in betting on volatility
A sudden surge in the VIX in early February led to the termination of certain exchange-traded products — and a harsh lesson for many investors
March 1, 2018

Building Your Business
Why referrals are declining
Reports from financial advisors and industry data indicate that clients are not referring their friends and family members as frequently as they did in years past. Still, there are ways to encourage introductions
March 1, 2018

Partners’ Place

Appointment Notices
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