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Latest news in Special Reports

Awaiting a decision

After a year of intense debate over a ban on embedded commissions, all eyes are on the CSA

The regulatory conundrum

The big issue is the fate of the proposed Co-operative Capital Markets Regulator. But other issues will contribute in making 2018 a confusing year

Innovation, international growth

Canada's Big Six banks seek new ways to embrace technology - including working with fintech firms and incorporating AI into banking services

Fintech firms target expansion

With robo-advisor platforms and similar services here to stay, these firms will magnify their existing offerings and enter new arenas

ETFs and mutual funds to overlap

Both markets are poised to enjoy healthy growth in 2018, but the ETF market is broadening beyond products that mimic key benchmark indices

  • By: Jade Hemeon
  • January 15, 2018 November 9, 2019
  • 00:14

Expect an insurance shakeup

Although insurance products themselves aren't expected to undergo drastic changes, pricing is likely to shift for some products, and insurers are re-evaluating others

Insurance: Tough times for MGAs

A growing list of compliance responsibilities - including advisor oversight - and a trend toward acquisition by larger firms presents challenges for independent insurance distributors

An eventful year in tax policy

The federal government must find a way to proceed with changes to the tax rules affecting private corporations and respond appropriately to U.S. tax cuts

Focusing on the next generation

Some firms are revamping their strategies and training programs to ensure the next generation of advisors is prepared for a changing marketplace

A major tipping point for RI?

Asset-management companies increasingly are integrating environmental, social and corporate governance factors into the selection and management of investments as investors' interest in responsible investing grows

  • By: Leah Golob
  • January 15, 2018 November 9, 2019
  • 00:09

CRM2 disclosure is having an impact

CRM2 has raised investors' awareness regarding how much they pay for advice and how financial advisors are paid

Help for aging property owners

Help for aging property owners

Kevin Wark discusses three options for helping aging clients manage their property, and zeroes in on the pros and cons of joint interest trusts

  • By: Kevin Wark
  • November 19, 2017 November 9, 2019
  • 12:00
Ontario budget pledges financial sector reform

Ontario commits to move forward on regulating financial planners

The province will “consult extensively with stakeholders” on effort to restrict the use of financial planning titles and impose proficiency requirements on financial planners

Stocks for an aging population

Look for investment opportunities in a broad range of sectors that focus on older consumers

No fear: Keeping retired clients calm

Many people are more afraid of running out of money than of dying. Advisors need to ensure retired clients act prudently

  • By: Jade Hemeon
  • November 14, 2017 November 9, 2019
  • 00:51

New risks for fixed-income

With interest rates beginning to inch higher after ultra-low levels over the past several years, generating decent returns from a fixed-income portfolio remains a challenge

Women face different headwinds

Women are very concerned about maintaining support for their families. They also are more likely than men to be single later in life and to…

  • By: Leah Golob
  • November 14, 2017 November 9, 2019
  • 00:50

How to help “Silver Surfers”

Technology can help older clients manage both long-term assets and daily finances

CPP: Answering your questions

Many clients rely on the Canada Pension Plan to form at least part of their guaranteed retirement income. But deciding when to take the benefit,…

Helping the kids inherit

Many affluent families worry that a large inheritance will rob their children of motivation. There also are concerns about how they will handle the money.…

ETFs: The value of starting early

Millennial clients who begin a low-cost plan of saving for retirement now will reap the benefits over time. We asked two portfolio managers with ETF…

  • By: Jade Hemeon
  • November 14, 2017 November 9, 2019
  • 00:50

Help older clients control debt

A desire to help children and grandchildren - combined with the availability of credit - is encouraging many elderly clients to carry debt into retirement

For better or for worse

Spousal RRSPs can be a simple and effective tax-saving strategy for married and common-law couples. But these accounts are not for everyone - and have…

Should your clients sell the house?

Clients seeking to access the value held in their homes during retirement often are faced with a difficult choice: should they sell and downsize, or…

Retirement income planning for longevity risk

Retirement income planning for longevity risk

Kevin Wark explains the discussions you need to have with clients to protect them from longevity risk

  • By: Kevin Wark
  • November 12, 2017 November 9, 2019
  • 18:30