Latest columns in Inside Track
Tax Matters
Jamie Golombek
Tax-efficient RESP withdrawals
Without a strategy, clients with large plans could be heavily taxed on payments
- October 15, 2021 October 15, 2021
- 15:00
Ottawa mulls disbursement quota changes
Consultation ends on Sept. 30
- August 25, 2021 August 25, 2021
- 15:00
Help your senior clients prepare for OAS changes
Get ready for an OAS index adjustment, a one-time payment for “older” seniors and an extra 10% for seniors over 75
- July 30, 2021 July 30, 2021
- 14:00
What exactly is a “reasonable” rate of interest?
Clients who borrow to invest may be intrigued by a recent court case on interest deductibility
- June 25, 2021 June 25, 2021
- 17:07
ETFs
Mary Hagerman
A matter of conviction
A portfolio manager must have the discipline to stick to a process over time, especially during a crisis or a bear market
- October 12, 2021 October 4, 2021
- 00:17
A candid look at an advisor’s ETF portfolio
Columnist Mary Hagerman shares one of her top holdings and explains how she’s used it to donate to charity
- September 7, 2021 September 7, 2021
- 13:00
Using ETFs to access emerging markets
ETFs have made geographic diversification much easier for portfolio managers
- June 8, 2021 June 8, 2021
- 14:00
Too old for ETFs?
Clients with short time horizons may feel that indexed investing isn’t for them — but it can still work under the right conditions
- March 9, 2021 March 9, 2021
- 16:00
Investment Funds
Paul Bourque
The pandemic’s impact on the individual investor
Research points to continued commitment to saving
- October 6, 2021 October 6, 2021
- 15:00
Designating beneficiaries electronically
The industry supports legislative changes made by the provinces, but there is still work to be done
- July 28, 2021 July 28, 2021
- 22:44
The case for keeping our current national regulatory system
Improving the CSA makes more sense than trying to create another national regulator
- June 2, 2021 June 2, 2021
- 15:30
A historic period of regulatory reform
New regulations will permanently reshape the advisor-client relationship
- April 7, 2021 April 12, 2021
- 18:25
Technology
David Reeve
Meeting new KYP requirements without restricting shelves
Tech helps preserve product choice
- October 1, 2021 October 1, 2021
- 15:00
KYP and the power of the peer
Why segmenting product shelves into peer groups can help meet regulatory challenges
- July 23, 2021 July 23, 2021
- 16:00
Know your product: challenges and opportunities
Reducing product offerings for the sake of KYP is unlikely to serve the investor’s best interest
- May 28, 2021 May 28, 2021
- 15:30
Get ready to show your work under the client-focused reforms
Regulators will expect an advisor’s analysis to be documented and sufficiently thorough
- April 1, 2021 April 1, 2021
- 15:04
Focus on Financial Planning
Tashia Batstone
Tech is a force for transformation, inclusion
Financial planning is changing amid digitization
- September 28, 2021 September 28, 2021
- 15:00
Democratization: The future of financial planning
We need to focus on ensuring all Canadians have access to sound financial advice
- August 3, 2021 August 3, 2021
- 16:00
Toward an inclusive future for all Canadians
Financial planners must embrace the opportunity to think beyond the current communities they serve
- May 21, 2021 May 19, 2021
- 03:00
Next PageNext Page »