Latest columns in Inside Track

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Responsible Investing

Dustyn Lanz

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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

Making sense of the debate on fossil fuel divestment

We need to allocate capital to sustainability leaders across many sectors and invest in companies supporting the transition to a low-carbon economy

• January 26, 2018 March 21, 2018
• 14:15

Responsible investors have burning questions about cannabis

Determining whether marijuana is a responsible investment depends on several fundamental factors that should be discussed with an investment professional versed in ESG analysis

• November 26, 2017 January 21, 2018
• 18:00

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Investment Funds

Paul Bourque

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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 May 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 March 22, 2018
• 14:00

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Advisor at Risk

Ellen Bessner

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How to reduce your business risk substantially

Advisors need to educate themselves about the laws and regulations and monitor themselves to ensure they’re compliant with these rules

• May 14, 2018 May 7, 2018
• 06:00

Regulators need improvement

Given the results of the 2018 Regulators’ Report Card, implementing a better approach may lead to a better outcome next year

• April 16, 2018 April 18, 2018
• 07:20

You acquired a book of business. What now?

Here are four steps to reduce the inherent risks when taking over another advisor’s business

• March 15, 2018 March 21, 2018
• 01:00

Legal help is critical in regulatory interview process

Lawyers may cost money, but they can help you be prepared to protect your licence, livelihood and reputation when speaking with regulators

• February 16, 2018 February 16, 2018
• 16:50

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Tax Matters

Jamie Golombek

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Foreign income tax tips and traps

Clients need to be aware of how the CRA’s treatment of income infrom foreign securities affects their investments

• May 7, 2018 May 2, 2018
• 06:00

Act now to avoid losing out on the small business deduction in 2019

It’s important to be aware that the new rule limiting access to the small business deduction for CCPCs in 2019 is based on 2018 income

• April 9, 2018 April 2, 2018
• 06:00

Making sense of the new passive income rules

Budget 2018 revealed the government’s new approach to passive income in a CCPC; let’s crunch some numbers

• March 11, 2018 March 21, 2018
• 10:33

RRSPs remain the best choice for most clients

Although clients may be upset at having to pay taxes on their RRSP and RRIF withdrawals, RRSPs are the optimal, long-term savings vehicle for most…

• February 9, 2018 February 9, 2018
• 13:59

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Technology

David Reeve

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Crossing the digital bridge

The emerging trend of “open banking” has the potential to be the most important catalyst for change in our industry

• April 30, 2018 April 27, 2018
• 06:00

Why human intelligence is more important than ever

Despite growing fear of the growing use of AI, evidence suggests it will serve as an aid to human interactions rather than replace these relationships

• March 2, 2018 April 13, 2018
• 14:45