Special Report on Taxes 2016
A tax planning toolkit for advisors
- October 12, 2016
Latest Special Reports
IFIC Leadership Conference 2016
News and insights from the Canadian mutual fund industry’s annual event in Toronto on Sept. 29
- October 6, 2016
CRM2 Breakfast Seminar, third edition
Experts give advisors practical, hands on advice about CRM2’s final rules
- September 29, 2016
IAFP Symposium, 2016
News and insight from the annual symposium in Richmond, B.C., Sept. 22-24.
- September 26, 2016
Global fixed-income roundtable, Fall 2016
Morningstar columnist Sonita Horvitch moderates a discussion with three global fixed-managers
- September 23, 2016
Proven ways to boost productivity
Dan Richards shares several ways advisors can improve productivity in this seven-part video series
- September 19, 2016
Keeping your practice compliant
Ellen Bessner and Dan Richards share their insights with advisors in this eight-part video series
- August 2, 2016
Peter Drake: Fresh perspectives on estate planning
In a three-part video series, retirement expert and economist Peter Drake outlines demographic trends and their impact on estate planning
- June 27, 2016
IFB Spring Summit 2016
News from the Independent Financial Brokers of Canada’s spring summit in Toronto
- June 2, 2016