Latest columns in Inside Track

Responsible Investing

Dustyn Lanz

All columns

Growing demand for food a meaty issue for investors

The immense impact of animal farming presents environmental, social and governance risks — as well as opportunities

July 16, 2018 July 15, 2018
06:00

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

Advisor at Risk

Ellen Bessner

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senior couple sitting at table with financial advisor

What’s Age Got to Do with It?

A client’s age has taken on an overly important role when advisors determine suitability of investments for clients

July 9, 2018 July 9, 2018
06:00

New enforcement powers have major implications for some advisors

Court enforcement means penalized advisors who have left the industry need a new approach

June 11, 2018 June 7, 2018
06:00

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

Tax Matters

Jamie Golombek

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exhausted businessman holding a telephone

CRA call centres getting better, but still a ways to go

The federal tax agency is making the transition to a new telephone system that will connect callers with agents more efficiently

July 2, 2018 July 2, 2018
18:00

IRA to RRSP transfers can be done — but be careful

The most important consideration in this process is whether a client can use his or her foreign tax credits against other income in the year…

June 4, 2018 June 4, 2018
06:30

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 July 17, 2018
06:00

Technology

David Reeve

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checking stock market data on a mobile device

Leverage technology to future-proof your business

By removing friction, adding convenience and changing the value proposition, you can protect your practice from the growing influence of robo-advisors

June 25, 2018 June 18, 2018
06:00

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 June 19, 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 June 19, 2018
14:45