Latest columns in Inside Track
> Advisor at Risk
Ellen Bessner
If the regulator or SRO comes knocking, answer the door
Not responding will result in a much harsher penalty
- May 17, 2019 May 10, 2019
- 16:00
Understanding your fiduciary duty
Tips for knowing when you’re in a fiduciary relationship and providing dutiful service
- April 18, 2019 May 13, 2019
- 17:00
Invisible women clients
Advisors who ignore this emerging pool of wealth do so at their own peril
- March 22, 2019 May 13, 2019
- 16:23
Three key principles for power of attorney
As the Canadian population ages, many advisors face difficult situations regarding POA
- February 22, 2019 May 13, 2019
- 16:30
> Investment Funds
Paul Bourque
The value of asking clients for a trusted contact
Getting a contact name early can help advisors manage issues before they arise
- May 15, 2019 May 7, 2019
- 16:00
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 April 6, 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 April 6, 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 April 6, 2019
- 06:00
> Tax Matters
Jamie Golombek
A cautionary tale on interest deductibility
A recent FCA case confirms a lower court’s decision restricting interest deductibility when ROC is involved
- May 10, 2019 May 8, 2019
- 16:00
Canadians love their tax refunds
Advisors can play a huge role in helping clients understand how taxes affect their investments
- April 12, 2019 May 3, 2019
- 12:17
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 May 3, 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 May 3, 2019
- 06:00
>
Long overdue title protection coming to Ontario
But the devil will be in the details
- May 3, 2019 May 20, 2019
- 16:49
Now is the time to regulate financial services titles
Consumers expect professionalism and true value from financial advisors
- March 8, 2019 May 20, 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 May 20, 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 May 20, 2019
- 07:00
> ETFs
Mary Hagerman
The benefits of factor-based investing
Why to consider multifactor ETFs
- April 30, 2019 May 6, 2019
- 12:26
Constructing ETF portfolios
The amount of time and effort put into deciding the benchmark for each portfolio you build is critical
- February 4, 2019 May 6, 2019
- 06:00
Making the paradigm shift to ETFs
One advisor shares her journey on making the switch to a fee-based practice focused on providing client portfolios of ETFs
- November 8, 2018 May 6, 2019
- 06:15
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