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Ellen Bessner
Advisor at Risk

Ellen Bessner

businesswoman thinking

An ounce of prevention is worth a pound of cure

Now is the time to update your clients’ KYC and think about their risk capacity

  • September 18, 2020 September 18, 2020
  • 16:16

Perch me on your shoulder

How to avoid the most common legal and regulatory infractions

  • May 26, 2020 May 26, 2020
  • 16:48

Build client trust through each team member

Your team is crucial to building client trust during this pandemic and beyond

  • May 19, 2020 May 19, 2020
  • 17:33

How to build client trust during the pandemic and beyond

This pandemic is an opportunity to build trust by showing clients your value

  • May 12, 2020 May 12, 2020
  • 16:45
Susan Silma
Compliance CX

Susan Silma

business woman esg

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

What to do about market scares? Help your clients manage their fears

How to help clients avoid panic and stay focused on the long term

  • March 24, 2020 March 24, 2020
  • 16:07
a woman looking at her computer

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

Trust, disclosure and technology

How being transparent with your clients can help build stronger relationships

  • March 20, 2020 March 20, 2020
  • 16:09
Paul Bourque portrait Inside Track
Investment Funds

Paul Bourque

Cropped shot of a cheerful elderly woman hugging her husband who's in a wheelchair at home during the day

Protecting older investors through a regulatory safe harbour

A safe harbour provision is necessary to ensure advisors act in their clients’ best interests 

  • September 2, 2020 September 2, 2020
  • 15:36

The case for self-regulation

Why SROs work well for investors and the industry

  • July 8, 2020 July 8, 2020
  • 16:07

Canadian fund investors stay the course

Research shows investors are not susceptible to redemption runs

  • May 13, 2020 May 13, 2020
  • 15:19

Responsible investing: a growing priority for Canadians

Clear, consistent terminology and definitions must be established

  • March 18, 2020 March 18, 2020
  • 17:18
Red alert

How I keep clients invested during a crisis

Context and an ETF-based strategy help me to manage investor emotions

  • September 1, 2020 August 31, 2020
  • 16:00

How my investment strategy has fared during the crisis

A financial advisor talks about how her ETF portfolios have held up under market stress

  • June 2, 2020 June 1, 2020
  • 16:00

The next decade for ETFs

Opinions on where the ETF industry will be in 2030

  • March 3, 2020 March 13, 2020
  • 16:00

How to use ETFs for responsible investing

Today's product offering allows you to build globally diversified portfolios for responsible investors

  • November 5, 2019 December 12, 2019
  • 16:00