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Rewind 2014: Inside Track

Investment Executive has assembled a panel of top experts in the financial advice arena to comment on issues that matter most to advisors. Here is a selection of their most popular columns in 2014. Stay tuned for more Inside Track insight in 2015.

December 8, 2014

Clients aren’t anyone’s property

When an advisor switches firms, it’s the investor’s choice whether to stay or follow. Nothing should interfere with that

  • December 8, 2014 October 15, 2019
  • 06:00

The truth about the new family tax cut

You need to help your clients understand their true savings for 2015

  • November 24, 2014 October 19, 2019
  • 06:00

Holistic advice will require a new value chain

The only way to ensure financial planners can deliver effective, comprehensive and holistic advice is by making structural changes in the way the advice is delivered

  • November 17, 2014 October 15, 2019
  • 06:00

What needs to be said about what not to say

If CRM2 is to be a game-changer for investors, it must not be diluted by the artful use of spin or information overload

  • November 10, 2014 October 15, 2019
  • 06:00

Redefining financial planning

A new method in financial planning that balances eight forms of capital will help you and your clients achieve their life and retirement goals

  • October 20, 2014 October 15, 2019
  • 05:00

Don’t lose out on the pension income credit

RRSP withdrawals aren’t treated the same as RRIF withdrawals

  • July 7, 2014 October 19, 2019
  • 05:00

Advisors are not magicians

How to deal with clients who have not saved enough for retirement

  • June 16, 2014 October 17, 2019
  • 05:00

Owning a vacation property can have major tax implications

Here are some key talking tips to assist clients with their vacation property tax planning

  • June 9, 2014 October 19, 2019
  • 05:00

Don’t let this happen to you

Understanding the impact that an infraction has on advisors

  • May 20, 2014 October 17, 2019
  • 05:00

Who are advisors to protect seniors from?

Although it’s unfair for advisors to shoulder the burden of watching over senior clients’ financial safety, the regulators are leaning on advisors — understand this requirement

  • April 21, 2014 October 17, 2019
  • 05:00