Knowledge Bureau Report
LEARN MORE. EARN MORE. SHARE MORE.

Real Tax News Podcast View Poll
 

Subscribe to KBR




STAY UP-TO-DATE WITH BREAKING TAX AND INVESTMENT NEWS.

A thorough analysis of today’s financial news—delivered weekly to your inbox or via social media. As part of Knowledge Bureau’s interactive network, the Report covers current issues on the tax and financial services landscape and provides a wide range of professional benefits, including access to peer-to-peer blogs, opinion polls, online lessons, and vital industry information from Canada’s only multi-disciplinary financial educator.

This Week’s Edition of KBR:

April 2025 Poll

Do you believe our tax system needs to be reformed and if so, what would be your first improvement? If not, what do you like about it?
Yes: 54 votes
98.18%
No: 1 votes
1.82%
 

Cast Your Vote

Surviving Market Volatility: Advisors Must Manage Clients’ Emotions

Volatility is cited as the largest threat to the financial markets and 73 percent of advisors involved in the Natixis Investment Managers 2018 Global Financial Professionals Survey believe this will affect performance. Close to 90 percent believe their primary role is to help clients get through the emotional roller coaster – and their success increasingly hinges on this skillset as economic uncertainty rises.

Read More

Business Builder Retreat: Find Balance for More Effective Leadership

Having trouble relaxing on your summer vacation? You’re not alone. Two-thirds of Canadians work more than 45 hours a week. Of these individuals, only 23 percent are satisfied with their quality of life, which hinges on work-life balance. It’s also widely accepted that entrepreneurs and business owners work significantly more than the average worker – and that can negatively impact effective leadership and corporate culture when self-care isn’t a priority.

Read More

Protecting Investors’ Best Interests: It’s Been a Long Journey

On June 21st the Canadian Securities Administrators (CSA) released a harmonized set of proposals that requires investment industry representatives (registrants) to promote the best interests of their clients and put them first, to improve client outcomes. It’s something most clients would expect of their professional advisors; yet there are several investor protection concerns to address.

Read More

Young Advisors: The Millennial Market Rocks Retirement Planning

Are Millennials really that unmotivated, and underperforming? Not according to an important new study. In fact, it turns out that Millennials may be ahead of their parents when it comes to retirement planning, an important trend for young tax and financial advisors looking to build their practices with peer group clients.

Read More

Buy Canadian: But at What Cost?

It could be a “Buy-Canadian” summer as trade tensions escalating between Canada and U.S. are starting a movement towards economic nationalism throughout Canada. But that comes at a cost - can you afford to spend more? Canadians currently have over $2 Trillion in debt, according to the Bank of Canada, and increased spending could dig a deeper hole.

Read More