Special Report on Retirement 2022
As inflation continues to affect retirees' portfolios, you'll need a strategy for maximizing retirement income. This Special Report on Retirement helps you plan for adjustments…
Featured In Depth
Special Report on Taxes 2022
This year’s special report examines several tax challenges facing financial advisors, such as new mandatory disclosure rules, cross-border taxes, traps when converting a home into…
Advisors’ Report Card 2022
Findings from the 2022 Report Card series showed advisors continue to highly value business freedom as well as strong leadership from their firms
Insurance Advisors’ Report Card 2022
Canada’s insurance advisors are demanding more from their firms and leadership teams
Report Card on Banks 2022
While certain ratings remained flat year over year, branch-based advisors weren't shy about expressing their concerns
Debt in a time of rising rates
In June, the Bank of Canada raised rates for the second time this year, putting the benchmark interest rate at 1.5%. How will rising rates…
Dealers’ Report Card 2022
Whether advisors in the dealer space are talking about choosing products or business tools, the flexibility offered by their firms often is the key to…
Brokerage Report Card 2022
During another year of pandemic and economic upheaval, brokerage firms that provided leadership stability and freedom in product selection received top marks from advisors.
The Bridging Finance case
Follow our coverage of Bridging Finance Inc., a portfolio manager and exempt market dealer based in Toronto.
- December 7, 2022
Special Report on Retirement 2021
With inflation affecting spending and portfolios, your retired clients will need clear counsel. This year's Special Report on Retirement provides insights on inflation-proofing portfolios, managing…
- November 22, 2021
Special Report on Taxes 2021
The re-election of a minority Liberal government creates tax-planning opportunities and challenges for clients during another tumultuous year.
- October 31, 2021
Advisors’ Report Card 2021
Findings from the Report Card show the industry has persevered in the face of unprecedented challenges
- October 11, 2021
Insurance Advisors’ Report Card 2021
The insurance advisors surveyed in 2021 were pleased overall, with even the lowest-rated firms seeing many areas of improvement
- September 19, 2021
Report Card on Banks 2021
Branch-based financial advisors and planners at the Big Six banks have been holding their own since Covid-19 turned the world on its head
- August 29, 2021
Dealers’ Report Card 2021
The books of many advisors seemed to be under pressure this year, even as the mutual fund industry delivered headline growth
- June 13, 2021
Insurance Guide 2022
In this year’s Insurance Guide, we explain how to sell critical illness insurance to corporations, how the ban on the sale of deferred sales charge…
- June 12, 2022
ETF Guide 2021
From cryptoassets to carbon offsets, Canadian ETFs keep adapting to investor demand
- October 11, 2021
Insurance Guide 2021
In this year's Insurance Guide, we deliver the goods on par policy dividends, insurance-tracking shares, how to buy a book of business — and so…
- June 13, 2021