Latest columns in Inside Track
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ETFs
Mary Hagerman
How to use ETFs for responsible investing
Today's product offering allows you to build globally diversified portfolios for responsible investors
- November 5, 2019 November 6, 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
When and why to use factor investing
Part 2 of a series on multi-factor ETFs
- August 6, 2019 November 10, 2019
- 16:00
The benefits of factor-based investing
Why to consider multi-factor ETFs
- April 30, 2019 November 10, 2019
- 12:26
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ETFs
Pat Dunwoody
Myth: ETFs can ‘become’ the market
Dispelling a misconception that has developed over time
- December 3, 2019 November 26, 2019
- 16:00
Could ETFs cause a market crash?
Debunking the myth that ETFs cause market instability
- September 3, 2019 November 17, 2019
- 15:00
Debunking the ETF liquidity myth
There’s more to determining an ETF’s liquidity than just looking at its trading volume
- July 2, 2019 November 17, 2019
- 16:00
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Advisor at Risk
Ellen Bessner
It ain’t over till it’s over
Litigation risk exists even after you’re retired or unable to work
- November 29, 2019 November 29, 2019
- 16:03
Selling your book of business? Make sure it is compliant
Sophisticated buyers will know what to look for to determine if it is a compliant business
- November 1, 2019 November 14, 2019
- 14:17
Are you still not getting KYC and suitability right?
The OSC says there is a lot of room for improvement in its 2019 summary report
- October 4, 2019 November 14, 2019
- 16:43
Managing clients — especially couples — can be challenging
Situations become complicated when couples aren’t on the same page about their goals
- September 6, 2019 November 14, 2019
- 17:05
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Tax Matters
Jamie Golombek
Year-end charitable strategies for your clients to consider
Help your clients navigate charitable donations, tax-gain donating and donor-advised funds
- November 22, 2019 November 22, 2019
- 16:21
Potential tax changes in light of a Liberal minority
Help clients understand how previously announced tax changes could come to light
- October 25, 2019 November 10, 2019
- 15:46
Foreign pension income is usually taxable
Help clients understand — and budget for — taxes on their foreign pensions
- September 27, 2019 November 10, 2019
- 13:35
Advisors can help clients avoid TFSA overcontributions
Investors who may have overcontributed to their TFSAs face harsh penalty tax
- August 30, 2019 November 10, 2019
- 15:57
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Compliance CX
Susan Silma
Client-focused reforms: How advisors can turn regulation into opportunity
Advisors can deliver better outcomes for their clients by getting ahead of their regulatory obligations
- November 20, 2019 November 20, 2019
- 14:59
Helping clients understand what they’re paying for advice
Advisors can build trust with clients by explaining fees
- September 25, 2019 November 11, 2019
- 15:42
Protect your vulnerable clients while protecting yourself
How advisors can guard their vulnerable clients from financial exploitation and avoid the risk of regulatory action
- July 24, 2019 November 11, 2019
- 17:09
Is technology encouraging short-term thinking in clients?
For clients, information on their investments is now just a click away. Advisors can help minimize their overreaction to market movements.
- May 22, 2019 November 11, 2019
- 17:30
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