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Paul Bourque portrait Inside Track>
Investment Funds

Paul Bourque

Diverse usiness people walking toward camera

Applying a behavioural lens to improve financial disclosure

Research shows that behavioural insights can improve the way information is shared with investors

  • March 13, 2019 March 14, 2019
  • 16:40

Controlling the cost of regulation is a must

Regulators need to introduce systemic changes that will control the growth of regulation, improve regulatory efficiency and reduce the regulatory burden

  • January 17, 2019 March 14, 2019
  • 06:00

Leveraging behavioural economics research to enhance disclosure

Existing research shows that providing investors with clear and timely information, in a format that’s proven to be effective, can only lead to better outcomes

  • November 15, 2018 March 14, 2019
  • 06:00

Both mutual funds and ETFs can help achieve clients’ goals

Having both products as investment options enhances the ability of advisors to create portfolios that best meet their clients’ needs

  • September 13, 2018 March 14, 2019
  • 06:00
Carey List>
Focus on Financial Planning

Cary List

boomer couple signing contract with financial planner

Now is the time to regulate financial services titles

Consumers expect professionalism and true value from financial advisors

  • March 8, 2019 March 14, 2019
  • 17:00

Turbulent markets require a professional touch

Professional financial planners are uniquely positioned to help clients stay on track during periods of market volatility

  • January 14, 2019 March 14, 2019
  • 06:00

All Canadians must have access to a financial planner

The financial services sector needs to take steps to ensure the financial planning needs of the mass market consumer are served

  • November 12, 2018 March 14, 2019
  • 07:00

Strengthening financial planning standards

Trust between financial planners and their clients is essential — and professional standards provide the foundation for that trust

  • September 17, 2018 March 14, 2019
  • 06:00
Dustyn Lanz>
Responsible Investing

Dustyn Lanz

Humpback whale tail with iceberg

Impact investing goes public

Growing awareness of social and environmental problems has laid the foundation for impact investing

  • March 1, 2019 March 16, 2019
  • 16:00

Retail investors join institutions on climate concerns

Ignoring the financial risks related to climate change no longer is a viable option for investment professionals

  • January 7, 2019 March 16, 2019
  • 06:00

A tipping point for responsible investing

Responsible investing now accounts for a majority of assets under management in Canada

  • November 5, 2018 March 16, 2019
  • 09:00

Busting the RI performance myth

A growing body of evidence shows that responsible investments perform just as well, if not better than traditional investments

  • September 10, 2018 March 16, 2019
  • 06:00
Ellen Bessner>
Advisor at Risk

Ellen Bessner

keyboard with hot key for estate planning

Three key principles for power of attorney

As the Canadian population ages, many advisors face difficult situations regarding POA

  • February 22, 2019 March 14, 2019
  • 16:30

A missed opportunity for advisors

Updating your clients’ KYC form is both a chance to show clients that you have a sincere interest in helping them meet their goals and…

  • January 28, 2019 March 14, 2019
  • 06:00

Surviving the robo-advisor threat

A connection between advisors and their clients through clear communication will ensure advisors survive and succeed

  • January 2, 2019 March 14, 2019
  • 06:00

Advisors need to manage clients’ expectations

Advisors should ensure they communicate consistently with their clients while clients need to keep their expectations in check

  • November 26, 2018 March 14, 2019
  • 06:30

Jamie’s top RRSP tips for clients

As the annual contribution deadline approaches, here are three ways to help your clients get the most from their RRSPs

  • February 19, 2019 March 14, 2019
  • 06:00

Start 2019 off on the right tax foot

Your employee and retiree clients could take advantage of these astute tax-planning strategies for the current taxation year

  • January 21, 2019 March 14, 2019
  • 06:00

Taking advantage of TFSAs

With the annual dollar limit increasing in January, there’s no reason why your clients shouldn’t take advantage of this tax-free savings and investment vehicle

  • December 17, 2018 March 14, 2019
  • 06:00

Top yearend tax tips

Make sure to discuss tax-loss selling, tax-gain donating and RRSP strategies with clients to whom these strategies apply

  • November 19, 2018 March 14, 2019
  • 06:00