Latest columns in Inside Track
Advisor at Risk
Ellen Bessner
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
7 ways to build your book with Millennials and Gen Z
Use this uncertain time to shine brightly with young clients and prospects
- June 7, 2025 June 7, 2025
- 10:06
Securities Law
Matthew Taylor
Ontario courts throw open the doors for global securities class actions
Capital markets are increasingly global — so are Canadian securities class actions
- January 20, 2026 January 20, 2026
- 10:04
Court of Appeal reins in OSC’s sweeping document demand against Binance
OSC document request set aside for being “unreasonable” and contrary to Charter of Rights and Freedoms
- November 11, 2025 November 10, 2025
- 01:19
Finfluencer faces minor penalties, no disgorgement order
The ASC has sanctioned James Domenic Floreani, its first full proceeding against a finfluencer
- October 10, 2025 October 10, 2025
- 11:24
B.C. Supreme Court awards a 480% premium
How a company takeover won a group of dissenting shareholders 5 times the trading price
- August 19, 2025 August 19, 2025
- 13:59
Regulation
Harvey Naglie
CIRO’s breach is a data-governance failure — not an IT glitch
Why did it take so long to identify affected individuals? And how are data retention decisions made?
- January 19, 2026 January 18, 2026
- 01:44
Bank branch sales culture in a CFR world
Clients walk into bank branches expecting access to a mix of competitive products — that's not what they get
- January 13, 2026 January 14, 2026
- 16:17
Why have public market listings fallen so precipitously?
Efforts to loosen oversight and boost growth are misguided — we should take a lesson from Australia
- January 9, 2026 January 9, 2026
- 12:13
Move cautiously with online advice
CIRO should publish a consumer-protection agenda detailing potential harms, necessary guardrails and outcome metrics
- December 30, 2025 December 29, 2025
- 01:08
Industry
Kevin Press
Sovereign debt to top US$100T in 2026: Fitch
Canada could see a general government debt-to-GDP ratio of 99% by 2027
- January 16, 2026 January 16, 2026
- 12:59
Exit interview: Scott Mackenzie
Morningstar Canada's outgoing president and CEO made the industry better for advisors and their clients
- December 31, 2025 December 31, 2025
- 17:44
Implement the CPP Pension Delay Guarantee
Dr. Bonnie-Jeanne MacDonald presented the idea for a money-back guarantee to government representatives this fall — they should adopt it
- December 24, 2025 December 29, 2025
- 11:58
Tanya Staples is on Canadian Advisor.cast
Women continue to face systemic issues in Canada's financial planning industry — Tanya Staples has an idea
- December 19, 2025 December 21, 2025
- 14:38
Investments
Lesley Marks
Diversification will matter more than ever in 2026
Beware of shiny objects — with market froth waning, fundamental strength will overtake momentum next year
- December 15, 2025 December 16, 2025
- 10:54
Mid-year market pulse: Navigating 2025 amid uncertainty
Markets cling to optimism as geopolitical and economic uncertainty test the limits of investor faith
- June 23, 2025 June 23, 2025
- 16:24
What investors can expect in 2025
Uncertain policy backdrop, divergence among central banks and risk of re-emerging inflation are forecast to shape the investing landscape
- December 11, 2024 December 11, 2024
- 10:00
Investable themes for 2024’s second half
Capitalize on opportunities in bonds, the energy transition and innovation
- June 26, 2024 June 26, 2024
- 16:00