Latest columns in Inside Track
Responsible Investing
Dustyn Lanz
Does nuclear power belong in ESG funds?
Although highly divisive among investors, nuclear represents an important transition fuel
- April 26, 2022 April 26, 2022
- 16:02
Successes, challenges and next steps in responsible investing
RIA CEO reflects on developments and urges advisors to start conversations
- November 9, 2021 November 10, 2021
- 16:40
An advisor’s short guide to greenwashing
How three factors are contributing to rising concerns about greenwashing in the investment industry
- August 10, 2021 August 10, 2021
- 16:00
Three key ESG trends advisors need to be aware of
How stewardship, impact measurement and net zero are shaping the RI space
- May 11, 2021 May 11, 2021
- 14:45
Technology
David Reeve
Leveraging compliance to grow your assets
Tech frees advisors to focus on building successful practices
- April 22, 2022 April 22, 2022
- 15:00
How leveraging tech supports advisors’ books
Client attrition trends and regulatory reform demand digital adoption
- February 28, 2022 February 23, 2022
- 15:00
Advisors require tech as pre-trade obligations grow
Firms that deliver on digital documentation and disclosure will reduce audit risk
- November 19, 2021 November 19, 2021
- 15:00
Meeting new KYP requirements without restricting shelves
Tech helps preserve product choice
- October 1, 2021 October 1, 2021
- 15:00
Advisor at Risk
Ellen Bessner
Getting out of Dodge is not the answer
Advisors who leave the industry to avoid investigations and hearings suffer more severe penalties
- April 21, 2022 April 21, 2022
- 15:00
Serving fewer clients can lead to a big payoff
Focus on a target market and meet your regulatory obligations
- April 4, 2022 April 1, 2022
- 15:00
Grow your business using the CFRs
Stressed about the client-focused reforms? Try this different approach
- February 7, 2022 February 7, 2022
- 15:00
“But that’s what the client wanted”
Don’t fall for clients’ demands for unsuitable investments
- November 15, 2021 November 15, 2021
- 15:00
Tax Matters
Jamie Golombek
CRA urges potential property flippers to amend tax returns
Campaign targets PRE abuse ahead of anti-flipping tax proposal
- April 20, 2022 April 20, 2022
- 15:00
Help clients prep for tax filing
Keep these 5 items in mind this season
- March 23, 2022 March 23, 2022
- 15:45
Help your client avoid RRSP overcontributions
Penalties can result when “earned income” is misunderstood
- February 23, 2022 February 23, 2022
- 15:00
How to claim home-office expenses
Simplified procedures were extended for the 2021, 2022 tax years
- January 26, 2022 January 26, 2022
- 15:00
ETFs
Pat Dunwoody
Better and more integrated ESG investing standards are progressing
An enhanced Canadian ESG identification framework is advancing on a foundation of international and domestic norms
- April 14, 2022 April 13, 2022
- 13:00
Validate your processes and think “win-win” when it comes to applying CFRs
The CFRs are really about formalizing and documenting processes to prove they’re followed
- November 9, 2021 November 3, 2021
- 13:00
Dipping your toe in crypto? Consider using ETFs
The advent of the ETF option offers investors a liquid and safer way to get exposure
- September 7, 2021 September 7, 2021
- 12:05
Are ETFs riskier than mutual funds?
It’s the underlying holdings that are important — not the structure of the investment
- February 4, 2020 February 3, 2020
- 16:00
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