Latest columns in Inside Track
> Tax Matters
Jamie Golombek
Prescribed rate loan planning
Help your clients with their income splitting strategies
- July 3, 2020 July 3, 2020
- 15:31
Help your clients plan for tax owing on CERB payments
Payments must be reported as income for the 2020 tax year
- June 5, 2020 June 5, 2020
- 14:39
Is it time for temporary, tax-free RRSP withdrawals?
Many retirees are ineligible for the government assistance being offered during Covid-19
- May 8, 2020 May 8, 2020
- 14:39
Help your clients navigate new RRIF rules
The federal government has lowered the minimum RRIF withdrawal rate for 2020
- April 9, 2020 April 9, 2020
- 16:44
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Embracing new ways of connecting with clients
As financial planners become comfortable doing business virtually, there could be long-lasting benefits for the industry and Canadians
- June 12, 2020 June 12, 2020
- 16:39
Helping Canadians navigate unprecedented challenges
The financial planning profession needs to ensure all Canadians have access to the advice they need
- April 17, 2020 April 17, 2020
- 14:25
Vision 2020: Taking stock a decade later
Stakeholders must continue working together to ensure all Canadians have the tools they need to achieve financial wellness
- December 12, 2019 December 12, 2019
- 16:50
Why enforcement is more critical than ever
The vigilant enforcement of professional standards is essential to protect consumers and to maintain the integrity of the financial planning profession
- October 18, 2019 November 10, 2019
- 16:24
> Industry Perspectives
Ian Russell
Culture can’t be lost in shift to remote work
Executives have realized that remote-based operations can continue in a post-pandemic world
- June 3, 2020 June 3, 2020
- 13:58
Ontario securities task force has opportunity to do more
The task force’s approach should extend beyond updating the Ontario Securities Act
- April 8, 2020 April 8, 2020
- 16:53
Expect structural change in the investment industry as competitive conditions intensify
Scale is vital to the success of smaller investment dealers
- February 12, 2020 March 13, 2020
- 15:47
Industry engagement key to burden reduction measures
Engaging with regulators is an important part of ensuring new rules are implemented effectively
- December 18, 2019 December 18, 2019
- 16:13
> ETFs
Mary Hagerman
How my investment strategy has fared during the crisis
A financial advisor talks about how her ETF portfolios have held up under market stress
- June 2, 2020 June 1, 2020
- 16:00
The next decade for ETFs
Opinions on where the ETF industry will be in 2030
- March 3, 2020 March 13, 2020
- 16:00
How to use ETFs for responsible investing
Today's product offering allows you to build globally diversified portfolios for responsible investors
- November 5, 2019 December 12, 2019
- 16:00
Explaining ETF portfolios to clients
How to communicate the essentials without getting lost in the weeds
- September 20, 2019 November 13, 2019
- 00:32
> Advisor at Risk
Ellen Bessner
Perch me on your shoulder
How to avoid the most common legal and regulatory infractions
- May 26, 2020 May 26, 2020
- 16:48
Build client trust through each team member
Your team is crucial to building client trust during this pandemic and beyond
- May 19, 2020 May 19, 2020
- 17:33
How to build client trust during the pandemic and beyond
This pandemic is an opportunity to build trust by showing clients your value
- May 12, 2020 May 12, 2020
- 16:45
What your clients should include in their personal continuity plans
Help your clients prepare for a rainy day with this helpful list
- May 5, 2020 May 5, 2020
- 17:19
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