Latest columns in Inside Track
Focus on Financial Planning
Cary List
Toward a grand renewal
Financial planners can play a key role in rebuilding Canadians’ confidence
- November 27, 2020 November 26, 2020
- 15:00
On the cusp of momentous change in Ontario
A new regulatory framework, years in the making, is an opportunity for Ontario to be a model for other provinces
- October 2, 2020 October 2, 2020
- 17:57
An encouraging step to improve financial literacy
The implementation of financial self-efficacy skills development in the school system is long overdue
- August 7, 2020 August 7, 2020
- 14:42
Embracing new ways of connecting with clients
As financial planners become comfortable doing business virtually, there could be long-lasting benefits for the industry and Canadians
- June 12, 2020 June 12, 2020
- 16:39
Tax Matters
Jamie Golombek
Which home-office expenses can be reimbursed tax-free?
The CRA has provided more details on the types of home-office expenditures employees can be reimbursed for without incurring a taxable benefit
- November 20, 2020 November 20, 2020
- 15:00
Understanding new Covid benefits can be a taxing process
Your clients may need to set aside funds to cover a potential tax bill in April
- October 23, 2020 October 23, 2020
- 17:02
Help your clients plan for instalment payments
Clients can minimize payments by choosing the calculation method that best suits them
- September 25, 2020 September 25, 2020
- 15:27
After the CERB…
Breaking down eligibility requirements for three new government benefits
- August 28, 2020 August 28, 2020
- 15:28
Industry Perspectives
Ian Russell
Helping different generations meet their retirement goals
Continued transformation and innovation is needed to meet the demands of baby boomers and millennials
- November 18, 2020 November 18, 2020
- 16:51
The coming battleground for retail distribution
The recent uptick in small advisory firms reflects several factors affecting the Canadian wealth business
- October 6, 2020 October 6, 2020
- 09:35
More effort needed to achieve task force policy objectives
Overlapping regulatory agendas will require constructive coordination
- September 23, 2020 September 23, 2020
- 16:39
Closing the circle to benefit investors
SRO reform can lead to a better outcome for dealers and their clients
- July 29, 2020 July 16, 2020
- 16:00
Compliance CX
Susan Silma
Value for fees: What investors now expect from their advisors
Changing investor expectations create new opportunities for advisors
- November 4, 2020 November 4, 2020
- 15:58
From crisis to opportunity
How you can provide value for clients in a changing world
- September 9, 2020 September 9, 2020
- 20:16
Are clients ready for what’s next?
How you can help clients be better prepared for the unexpected
- July 15, 2020 July 15, 2020
- 15:54
The future of client relationships post-lockdown
Four positives that may come out of the pandemic
- May 21, 2020 May 21, 2020
- 18:28
Technology
David Reeve
The acute impact of Covid-19 on digital wealth transformation
The pandemic has made digital transformation a top priority
- October 30, 2020 October 30, 2020
- 15:00
Let technology do what no human is capable of
Advisors may have to consider 1 million data points per day when the CFRs come into force
- September 4, 2020 September 8, 2020
- 15:56
A compliance ROI model for client-focused reforms
Effective compliance measures mean you’re less likely to lose clients
- July 10, 2020 July 10, 2020
- 16:21
Preparing for a post-coronavirus wealth advice world
Advisors and dealers are rethinking their pre-coronavirus routine of serving clients from their offices
- May 20, 2020 May 20, 2020
- 10:37
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