Latest columns in Inside Track
Industry
Kevin Press
Hang on to your bonds
After a volatile first half, fixed-income assets have begun to offer greater diversification opportunities
- July 4, 2025 July 4, 2025
- 15:30
Why clients change their mind
Young clients who say they want to retire early are probably wrong
- June 27, 2025 June 27, 2025
- 12:47
Three lessons from Canadian family offices
Despite continued weakness on the M&A front, Canada's family offices are wading back in
- June 20, 2025 June 20, 2025
- 16:48
If your firm won’t advise them, who will?
Firms that penalize advisors for serving clients with low levels of investable assets have lost sight of the industry's purpose
- June 13, 2025 June 13, 2025
- 16:45
Investments
Lesley Marks
Mid-year market pulse: Navigating 2025 amid uncertainty
Markets cling to optimism as geopolitical and economic uncertainty test the limits of investor faith
- June 23, 2025 June 23, 2025
- 16:24
What investors can expect in 2025
Uncertain policy backdrop, divergence among central banks and risk of re-emerging inflation are forecast to shape the investing landscape
- December 11, 2024 December 11, 2024
- 10:00
Investable themes for 2024’s second half
Capitalize on opportunities in bonds, the energy transition and innovation
- June 26, 2024 June 26, 2024
- 16:00
Amid slower growth, investors can seize these opportunities in 2024
Drive returns for clients with fixed income, the energy transition and innovative companies
- December 13, 2023 December 13, 2023
- 10:00
Focus on Financial Planning
Tashia Batstone
Coopetition is good for advisors, clients and the industry at large
Why financial planners and other financial services professionals work better together
- June 18, 2025 June 18, 2025
- 13:30
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
Securities Law
Matthew Taylor
Would an ESG safe harbour help our capital markets weather any new storms?
Issuers don’t need the protection of a second safe harbour — forward-looking information is already covered
- June 12, 2025 June 10, 2025
- 01:57
The trouble with finfluencers
Recent decisions by securities regulators highlight the harm social media influencers can do, and the trouble advisors can get into
- May 12, 2025 May 12, 2025
- 13:51
Ontario Court of Appeal decisions split on crypto platform class actions
Investor protections and the enforceability of international user agreements remain uncertain
- April 29, 2025 April 28, 2025
- 05:24
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
Investments
Robert Wilson
Applying a risk-budgeting framework
How to construct and reallocate portfolios through a risk-first lens
- June 12, 2025 June 11, 2025
- 01:17
The total portfolio
Correlated markets demand a new best practice in portfolio construction: 40/30/30
- March 5, 2025 March 5, 2025
- 15:46
Unlocking tax alpha in client portfolios
These five strategies enhance tax efficiency in non-registered accounts
- March 20, 2024 March 20, 2024
- 15:00
Make more for your client by losing less
Defensively constructed portfolios can outperform in the long run
- December 13, 2023 December 12, 2023
- 10:00
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