Latest columns in Inside Track
Regulation
Harvey Naglie
Protecting Ontario, neglecting its consumers
Ontario has one of North America’s great financial centres — its new budget puts that foundation at risk
- March 31, 2026 March 31, 2026
- 10:32
Re: Spaghetti at the wall
ETFs are being approved under rules that weren't designed to govern them, and sold without sufficient explanation
- March 30, 2026 March 30, 2026
- 09:00
When market pilots become a way around investor protection
Consumer-facing experiments require discipline — that means clear guardrails, stopping rules and more
- March 24, 2026 March 24, 2026
- 09:19
Re: CIRO set to launch disgorgement payout program
A right without a proper remedy is not protection; it's a press release
- March 23, 2026 March 23, 2026
- 17:05
Industry
Kevin Press
Spaghetti at the wall
The number of ETFs available in Canada has grown twice as fast as the mutual fund industry — faster than advisors can keep up
- March 27, 2026 March 30, 2026
- 15:16
The ultimate AI case study
Liberation Day made two things clear — Trump is winging it and AI is transforming asset management
- March 20, 2026 March 20, 2026
- 16:48
Remembering Darin Diehl
"I think about Darin a lot," says Preet Banerjee on the Canadian Advisor.cast. "He had a very big impact on me."
- March 13, 2026 March 14, 2026
- 14:37
‘Everyone’s trying to figure out what to do next’ as oil tops US$90
Canada's energy sector stands to benefit from the U.S.-Israeli war on Iran, but that could be overshadowed by inflation
- March 6, 2026 March 11, 2026
- 18:12
Investments
Steve Locke
The return of geopolitics
If oil supply hasn’t returned to normal by mid-year, higher inflation and slowing global growth could become the dominant themes of 2026
- March 24, 2026 March 24, 2026
- 10:27
U.S. market outlook: Embracing the certainty of uncertainty
Recession is unlikely, but valuations are high — a neutral equity-bond asset mix and increased diversification are recommended
- October 16, 2025 November 12, 2025
- 01:41
U.S. market outlook: Embracing the certainty of uncertainty
Recession is unlikely, but valuations are high — a neutral equity-bond asset mix and increased diversification are recommended
- October 10, 2025 October 10, 2025
- 13:57
Advisors can help investors navigate U.S. economic uncertainty
President Trump’s America First policies represent a ground shift, but it’s never a good idea to chase headlines
- March 10, 2025 November 12, 2025
- 14:21
Insurance
Jeff Cait
The math of life insurance pt. 2
Thinking about life insurance as a portfolio of products, and three client service best practices
- March 24, 2026 March 24, 2026
- 01:13
The math of life insurance pt. 1
Lapse-supported pricing is the hidden variable in every Canadian life insurance product — most clients have never heard of it
- March 23, 2026 March 24, 2026
- 11:20
You need a better Reason Why letter
Life insurance consumers deserve to know what they bought — and how it compares with other options
- March 11, 2026 March 11, 2026
- 13:27
Advisor at Risk
Ellen Bessner
Beware of AI’s legal pitfalls
Privacy, enterprise solutions and the danger of automatic transcripts
- March 3, 2026 March 4, 2026
- 15:32
Reframing the big fat questions for young clients
6 conversation-starters that will resonate with Millennials and Gen Z
- December 2, 2025 December 4, 2025
- 01:54
When a client-advisor relationship gets too close
How to know if a client relationship poses a potential conflict and what to do about it
- October 10, 2025 December 4, 2025
- 13:42
Pain points and reaching the next generation
How to get to the next generation by solving for your elderly clients’ pain points
- September 3, 2025 August 8, 2025
- 01:08