Latest columns in Inside Track
ETFs
Mary Hagerman
Celebrating 10 years of ETF-based portfolio returns
Why one portfolio manager believes ETFs have revolutionized the investment landscape
- September 10, 2024 September 16, 2024
- 13:00
Why holding index funds within a life insurance policy can be tax-efficient
Permanent insurance also has a host of other tax benefits
- June 11, 2024 June 6, 2024
- 13:00
My secret weapon for better portfolio management
Primarily using ETFs has helped one advisor to make better investment decisions, but she attributes some success to a powerful non-financial practice
- March 12, 2024 March 13, 2024
- 13:00
Reasons to be cautious when investing in AI
Opinion: Artificial intelligence represents a huge opportunity but must be approached carefully
- December 12, 2023 November 27, 2023
- 13:00
Compliance CX
Susan Silma
A better way to meet compliance disclosure requirements
Let’s use principles-based regulation to clients’ advantage
- August 21, 2024 August 16, 2024
- 16:00
Communication as the great differentiator
Use these tips to build an approach that engages clients and inspires referrals
- April 24, 2024 April 24, 2024
- 16:00
Annual statements: An unparalleled client engagement opportunity
It’s time to think differently about client communications and disclosure documents
- February 7, 2024 February 7, 2024
- 15:00
Focus on Financial Planning
Tashia Batstone
To deliver value, financial planners must move beyond tech assumptions
It’s time to dig deeper to understand how Canadians want to receive financial planning advice
- August 19, 2024 August 16, 2024
- 16:00
Canadians must be educated about financial planning qualifications
Understanding the skills and competencies to look for in a financial planner empowers the public
- June 24, 2024 June 24, 2024
- 16:00
Title protection in Canada must put consumers first
Opinion: To provide clarity and protection to the public, the way forward requires transparency
- April 25, 2024 April 25, 2024
- 16:00
Empowering women as clients and as financial planning professionals
The profession plays a key role through meaningful advice, inclusivity
- March 4, 2024 March 6, 2024
- 15:00
Investment Funds
Andy Mitchell
Financial literacy is a shared responsibility. Let’s get it right
Opinion: Education should be widely accessible and relevant to today’s youth
- August 12, 2024 August 12, 2024
- 16:48
Building trust with fee transparency
IFIC is working with the industry and regulators on TCR implementation
- June 17, 2024 June 17, 2024
- 16:00
Canada’s investment funds industry can lead in diversity
The result will be greater creativity and resilience
- April 22, 2024 April 22, 2024
- 16:00
Mutual fund and ETF assets grew in 2023 amid investor caution
IFIC’s annual investment funds report provides insights on sales, market effect, investor trends
- February 26, 2024 February 26, 2024
- 15:00
Technology
David Reeve
Capturing the mass affluent wealth segment
This growth opportunity requires freeing advisors from time constraints and meeting demand for hybrid advice
- July 29, 2024 July 29, 2024
- 16:00
Leverage pre-trade compliance to drive value
New regulations come with cost but also opportunity
- June 10, 2024 June 10, 2024
- 15:58
Will 2024 be the year of compliance technology?
Several factors, including regulatory enforcement and improved productivity, are driving a surge in adoption
- April 15, 2024 April 15, 2024
- 16:00
AI has arrived in wealth management
Opportunities and challenges must be weighed
- November 15, 2023 November 15, 2023
- 15:00
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