Latest columns in Inside Track
Advisor at Risk
Ellen Bessner
No note-taking requirements in CFRs? Think again!
The rules are in code. Here’s how to crack the code
- July 26, 2024 July 26, 2024
- 16:00
To protect yourself and clients, rethink trusted contacts
Why clients need to name different people as PoA and TCP
- May 17, 2024 May 17, 2024
- 14:25
Do your notes pass the sniff test?
Here are three steps to prove suitability
- April 8, 2024 April 8, 2024
- 15:35
A perfect storm lies ahead for advisors and dealers
Mitigate your risk amid potential enforcement delays, CFR audits
- November 20, 2023 November 20, 2023
- 15:00
Tax Matters
Jamie Golombek
Another reminder to help clients understand their TFSA room
Taxpayer penalized for overcontribution after relying on My Account information
- July 25, 2024 July 25, 2024
- 16:00
Considering capital gains post–June 25
Advisors should speak to clients annually about crystallization
- June 25, 2024 June 25, 2024
- 16:00
Ensure your client reports all RRSP contributions
In one case, failure to report resulted in an overcontribution penalty
- April 10, 2024 April 10, 2024
- 16:05
As RRSP deadline approaches, a reminder about tax-free growth
A hypothetical scenario compares dividend investing inside and outside this registered account
- February 21, 2024 February 21, 2024
- 15:00
Responsible Investing
Dustyn Lanz
Investor stewardship and proxy voting: A new era of transparency
Public database of proxy voting records aims to better align asset managers and owners
- July 22, 2024 July 22, 2024
- 16:00
5 actions for fund managers to overcome ESG pain points
Evolving expectations leave some managers struggling
- October 16, 2023 October 16, 2023
- 15:00
Will Canada import America’s anti-ESG campaign?
Opinion: The backlash has limited prospects for four reasons
- July 26, 2023 July 26, 2023
- 15:00
Understanding Canada’s proposed climate finance taxonomy
The goal is to create a common language for the issuance of financial instruments
- April 19, 2023 April 19, 2023
- 16:10
Focus on Financial Planning
Tashia Batstone
Canadians must be educated about financial planning qualifications
Understanding the skills and competencies to look for in a financial planner empowers the public
- June 24, 2024 June 24, 2024
- 16:00
Title protection in Canada must put consumers first
Opinion: To provide clarity and protection to the public, the way forward requires transparency
- April 25, 2024 April 25, 2024
- 16:00
Empowering women as clients and as financial planning professionals
The profession plays a key role through meaningful advice, inclusivity
- March 4, 2024 March 6, 2024
- 15:00
In a digital landscape, financial planning relationships matter
Make the most of tech while building trust with clients
- December 11, 2023 December 6, 2023
- 15:00
Investment Funds
Andy Mitchell
Building trust with fee transparency
IFIC is working with the industry and regulators on TCR implementation
- June 17, 2024 June 17, 2024
- 16:00
Canada’s investment funds industry can lead in diversity
The result will be greater creativity and resilience
- April 22, 2024 April 22, 2024
- 16:00
Mutual fund and ETF assets grew in 2023 amid investor caution
IFIC’s annual investment funds report provides insights on sales, market effect, investor trends
- February 26, 2024 February 26, 2024
- 15:00
Regulatory issues for fund industry not unique to Canada
Total cost reporting, ESG challenges discussed at IFIC conference
- December 4, 2023 December 4, 2023
- 15:00
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