Latest columns in Inside Track
Regulation
Harvey Naglie
Re: What’s next for FSRA’s MGA licensing rule?
FSRA did not invent a consumer protection problem — it found one
- March 6, 2026 March 6, 2026
- 14:09
CIRO’s tenure plan tests the meaning of independent
Term limits matter, now more than ever for the self-regulatory organization
- March 3, 2026 March 2, 2026
- 01:38
Re: Blue Owl ‘quake’ is not what it seems
This is a structural mismatch the industry has been slow to confront and that some commentators appear eager to deflect
- February 24, 2026 February 24, 2026
- 09:16
CIRO needs to stop saying ‘should’
The self-regulatory organization’s response to industry deficiencies reads more like coaching than enforcement
- February 24, 2026 February 23, 2026
- 01:38
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
Industry
Kevin Press
TikTok would be a better place with more financial advisors
Canadians are feasting on financial influencer content, for better or worse
- February 27, 2026 February 27, 2026
- 15:24
Can retail investors influence AI decision-making?
A new report outlines financial, legal and reputational risks associated with AI investments
- February 20, 2026 February 20, 2026
- 15:01
Wealthsimple is a wake-up call
Dan Richards talks disruption on the Canadian Advisor.cast
- February 13, 2026 February 13, 2026
- 09:12
About that cap-ex boom
Desjardins Group says business investment will be weak in 2026, another risk-off year
- February 6, 2026 February 10, 2026
- 12:14
Focus on Financial Planning
Tashia Batstone
Bridging the advice gap in financial planning
Too many Canadians continue to navigate their finances alone, highlighting the need for accessible, confidence-building financial advice
- February 25, 2026 February 24, 2026
- 01:21
Ethics, technology, regulation have shaped today’s financial planning profession
30 years after the launch of what would become FP Canada, the modern profession has learned 5 important lessons
- November 19, 2025 November 19, 2025
- 09:26
For financial planners, continuing education matters more than ever
High-quality learning opportunities are increasingly essential for members of the profession
- September 22, 2025 September 20, 2025
- 01:43
Reframing careers in financial planning for a new generation
We need to show young talent how rewarding the profession can be
- July 24, 2025 July 24, 2025
- 13:32
Compliance CX
Susan Silma
Client experience is a team sport
To win, make sure every member of your team is dedicated to delivering an exceptional experience to all clients
- February 18, 2026 February 18, 2026
- 15:35
5 tips to improve advisor satisfaction with technology
Focus on the end-to-end advisor experience with tools and implement change management best practices
- December 15, 2025 December 15, 2025
- 09:08
The longevity revolution requires a new approach to advice
Start thinking differently about your retired and soon-to-be retired clients
- October 16, 2025 October 16, 2025
- 09:09
It’s time to address the gender advice gap
Canadian women will control almost $4 trillion in financial assets by 2028, according to a CIBC estimate — yet they’re still poorly served by advisors
- August 12, 2025 August 11, 2025
- 02:11