Latest Special Reports

A closer look at 12 advisors

Twelve portraits from the pages of Investment Executive

  • November 26, 2015

CFP Professional Symposium 2015

Insight and practical tools from the CFP Professional Symposium 2015 in Toronto

  • November 25, 2015

Rethinking Retirement

Longer lives are transforming financial advice. A special feature from the Mid-November 2015 issue of Investment Executive

  • November 23, 2015

Canadian equity roundtable, Fall 2015

Morningstar columnist Sonita Horvitch moderates a discussion with four Canadian equity portfolio managers

  • November 16, 2015

Distinguished Advisor Conference 2015

News from the Distinguished Advisor Conference in Puerto Vallarta

  • November 12, 2015

Mind your manners

Business etiquette for advisors

  • November 6, 2015

Diversify with real estate

This three-part series outlines opportunities available to clients investing in real estate, an asset class that is not correlated to traditional stocks and bonds

  • November 6, 2015

Newsmakers of 2015

Nine portraits from the pages of Investment Executive

  • November 5, 2015

IFB Toronto Fall Summit 2015

News from the Independent Financial Brokers Toronto Fall Summit 2015

  • November 4, 2015

Jamie Golombek: Year-end tax planning 2015

Tax saving strategies for your clients

  • October 26, 2015

Primer on privacy rules

Reviewing the impact of the new privacy rules on your firm

  • October 22, 2015
Voter on an waiving Canada flag background

Canada Votes 2015

A closer look at the issues that matter most to financial advisors and their clients

  • October 20, 2015