Latest columns in Inside Track
Industry
Kevin Press
Here’s why young people aren’t becoming financial advisors
Too many firms don't want them and too few Gen Zs care — a new York University study offers an idea
- April 18, 2025 April 21, 2025
- 16:31
No relief for Canada, as Trump tees up U.S.-China trade war
International trade is so dependent on China that a superpower trade war is just as bad as a global one
- April 11, 2025 April 11, 2025
- 14:39
‘We’ll get by this’: IG Wealth boss
Company president and CEO Damon Murchison says Trump's trade war is an opportunity for Canada
- April 4, 2025 April 4, 2025
- 15:54
Securities Law
Matthew Taylor
Ontario’s proposed civil procedure reforms could increase litigation costs for financial professionals
Draft changes risk driving up insurance premiums and making early settlement more difficult in advisor loss cases
- April 14, 2025 April 14, 2025
- 08:26
Ontario Court of Appeal allows crypto class action
Losses have been claimed for cryptocurrency derivatives traded without a prospectus
- March 24, 2025 March 24, 2025
- 14:48
Focus on Financial Planning
Tashia Batstone
To connect with financial planning clients, building trust is essential
Planner-client relationships thrive on communication and confidence
- April 1, 2025 April 1, 2025
- 13:44
Professional standards matter more than ever
We must continue to ensure the integrity of the profession, and strengthen Canadians’ trust in it
- February 11, 2025 February 10, 2025
- 06:59
Breaking down barriers to financial planning access
Professional planners have a vital role to play in helping underserved Canadians
- December 9, 2024 December 9, 2024
- 16:00
A time of transition for the financial planning profession
Financial planners continue to adapt to a whirlwind of new developments in recent years
- October 11, 2024 October 11, 2024
- 16:27
Compliance CX
Susan Silma
The power of proactive communication to reassure clients
In turbulent times, people need to hear from their advisors
- March 31, 2025 March 31, 2025
- 08:59
8 ways to wow your clients in 2025
Exceed their expectations with high-quality meetings, proactive communication and more
- February 4, 2025 February 4, 2025
- 09:06
In the advice industry, it’s all about technology
Make the most of tech with these tips for advisors, firms and providers
- December 10, 2024 December 10, 2024
- 16:00
The new retirement requires a new approach
It’s time to think differently about retired clients
- October 16, 2024 October 16, 2024
- 16:09
Advisor at Risk
Ellen Bessner
Don’t waste economic and political uncertainty to show clients how you can shine
5 dos and don’ts to help your clients and protect your licence
- March 26, 2025 March 25, 2025
- 05:24
Advisors are at risk
Protect your business and reputation by managing these 5 risks
- February 10, 2025 February 10, 2025
- 16:00
Breaking up doesn’t have to be hard to do
Three steps to reduce the risk and pain of advisor partnership breakups
- November 22, 2024 April 10, 2025
- 16:00
Breaking up is hard to do, Part 1
Risks when partnering with other financial advisors
- November 11, 2024 April 10, 2025
- 16:22
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