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Focus on Financial Planning

Cary List

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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 September 14, 2018
  • 06:00

Redefining the value of financial planning

Financial planners need to communicate the tangible impact financial planning can have on Canadians’ lives

  • July 23, 2018 July 20, 2018
  • 06:00

Ontario takes a step in the right direction

The Ontario government’s recently published proposal for regulating financial planners gets a lot of things right, but several concerns remain with the proposed legislation

  • May 28, 2018 September 14, 2018
  • 06:00

Research is critical to the financial planning profession

Canada has a key role to play in developing research that helps financial planners serve clients’ increasingly complex needs

  • April 2, 2018 March 29, 2018
  • 06:00
Paul Bourque portrait Inside Track>
Investment Funds

Paul Bourque

man calculates money. piggy bank and business documents on desk

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 September 7, 2018
  • 06:00

Protecting older clients a critical task for advisors

The aging of Canada’s population raises challenging legal, regulatory and ethical questions

  • July 19, 2018 July 10, 2018
  • 06:00

Regulation of financial planners presents a great opportunity

A co-ordinated approach that doesn’t duplicate existing regulatory oversight will address an important regulatory gap in investor protection

  • May 17, 2018 September 14, 2018
  • 07:00

Enhanced disclosure is working

Recent research reveals there are more informed investors who ask questions and are more engaged in their investment decisions

  • March 14, 2018 June 21, 2018
  • 14:00
Dustyn Lanz>
Responsible Investing

Dustyn Lanz

economic growth gdp growth domestic product money stack chart

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 September 7, 2018
  • 06:00

Growing demand for food a meaty issue for investors

The immense impact of animal farming presents environmental, social and governance risks — as well as opportunities

  • July 16, 2018 July 15, 2018
  • 06:00

RI mutual funds leverage their proxy power

Canadian RI mutual funds are asking corporations to step up on climate change, gender diversity, indigenous rights, opioid accountability and other sustainability issues this proxy…

  • May 22, 2018 May 9, 2018
  • 06:00

Cybersecurity is a growing issue for responsible investors

Cybersecurity has emerged as a major governance risk for companies and shareholders

  • March 26, 2018 March 22, 2018
  • 06:00
Ellen Bessner>
Advisor at Risk

Ellen Bessner

conflict of interest illustration

Steer clear of conflicts of interest

Take these four steps to avoid mistakes that can cost advisors their livelihood

  • September 4, 2018 September 4, 2018
  • 06:00

How to adhere to the regulations without reading them all

If you can’t read and digest all the rules, make sure to understand the principles behind them

  • August 7, 2018 July 27, 2018
  • 06:00

What’s Age Got to Do with It?

A client’s age has taken on an overly important role when advisors determine suitability of investments for clients

  • July 9, 2018 July 9, 2018
  • 06:00

New enforcement powers have major implications for some advisors

Court enforcement means penalized advisors who have left the industry need a new approach

  • June 11, 2018 June 7, 2018
  • 06:00
US flag, blue graduation cap and diploma on old books

Beware the rules for foreign tuition tax credits

The case of a Canadian student studying in the U.S. brings to light what happens when CRA officials follow a strict and literal interpretation of…

  • August 27, 2018 August 20, 2018
  • 06:00

A summer RRSP project for advisors

Now is a great time to review your clients’ files to see if you have the most up-to-date information on their available RRSP contribution room

  • July 30, 2018 July 30, 2018
  • 05:00

CRA call centres getting better, but still a ways to go

The federal tax agency is making the transition to a new telephone system that will connect callers with agents more efficiently

  • July 2, 2018 July 2, 2018
  • 18:00

IRA to RRSP transfers can be done — but be careful

The most important consideration in this process is whether a client can use his or her foreign tax credits against other income in the year…

  • June 4, 2018 June 4, 2018
  • 06:30