Latest columns in Inside Track
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Tax Matters
Jamie Golombek
TFSAs for 2020…and beyond
A report suggests the feds could make TFSAs even more useful
- January 16, 2020 January 16, 2020
- 14:37
Year-end charitable strategies for your clients to consider
Help your clients navigate charitable donations, tax-gain donating and donor-advised funds
- November 22, 2019 November 22, 2019
- 16:21
Potential tax changes in light of a Liberal minority
Help clients understand how previously announced tax changes could come to light
- October 25, 2019 November 10, 2019
- 15:46
Foreign pension income is usually taxable
Help clients understand — and budget for — taxes on their foreign pensions
- September 27, 2019 November 10, 2019
- 13:35
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Advisor at Risk
Ellen Bessner
Build your business one KYC update at a time
Why KYC updates have never been more important to your success
- January 10, 2020 January 10, 2020
- 16:48
It ain’t over till it’s over
Litigation risk exists even after you’re retired or unable to work
- November 29, 2019 December 12, 2019
- 16:03
Selling your book of business? Make sure it is compliant
Sophisticated buyers will know what to look for to determine if it is a compliant business
- November 1, 2019 November 14, 2019
- 14:17
Are you still not getting KYC and suitability right?
The OSC says there is a lot of room for improvement in its 2019 summary report
- October 4, 2019 November 14, 2019
- 16:43
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ETFs
Pat Dunwoody
Eight tips for trading ETFs
Make sure you’re getting the most out of your trades
- January 7, 2020 January 3, 2020
- 16:00
Myth: ETFs can “become” the market
Dispelling a misconception that has developed over time
- December 3, 2019 January 8, 2020
- 16:00
Could ETFs cause a market crash?
Debunking the myth that ETFs cause market instability
- September 3, 2019 November 17, 2019
- 15:00
Debunking the ETF liquidity myth
There’s more to determining an ETF’s liquidity than just looking at its trading volume
- July 2, 2019 November 17, 2019
- 16:00
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Industry Perspectives
Ian Russell
Industry engagement key to burden reduction measures
Engaging with regulators is an important part of ensuring new rules are implemented effectively
- December 18, 2019 December 18, 2019
- 16:13
Changing the game on cross-border data processing
Why strengthening personal data protections poses a looming challenge for the Canadian investment industry
- October 16, 2019 November 10, 2019
- 16:41
Lessons from the recent GMP Capital transaction
Why well-managed small and mid-size independent dealers are competing effectively
- August 15, 2019 November 10, 2019
- 12:33
Streamlining eDelivery for prospectuses
How the “notice and access” mechanism for proxy voting could be extended to other documents
- June 12, 2019 November 10, 2019
- 15:38
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Vision 2020: Taking stock a decade later
Stakeholders must continue working together to ensure all Canadians have the tools they need to achieve financial wellness
- December 12, 2019 December 12, 2019
- 16:50
Why enforcement is more critical than ever
The vigilant enforcement of professional standards is essential to protect consumers and to maintain the integrity of the financial planning profession
- October 18, 2019 November 10, 2019
- 16:24
Leveraging behavioural economics to improve client outcomes
Financial planners need a strong understanding of the behavioural factors that come into play when creating and implementing a financial plan
- August 23, 2019 November 10, 2019
- 17:24
A welcome new regulatory era in Ontario
The FSRA’s regulation of advisor and planner titles could influence policy in other jurisdictions
- June 28, 2019 November 10, 2019
- 13:43
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