Latest columns in Inside Track
> Investment Funds
Paul Bourque
Applying a behavioural lens to improve financial disclosure
Research shows that behavioural insights can improve the way information is shared with investors
- March 13, 2019 March 14, 2019
- 16:40
Controlling the cost of regulation is a must
Regulators need to introduce systemic changes that will control the growth of regulation, improve regulatory efficiency and reduce the regulatory burden
- January 17, 2019 March 14, 2019
- 06:00
Leveraging behavioural economics research to enhance disclosure
Existing research shows that providing investors with clear and timely information, in a format that’s proven to be effective, can only lead to better outcomes
- November 15, 2018 March 14, 2019
- 06:00
Both mutual funds and ETFs can help achieve clients’ goals
Having both products as investment options enhances the ability of advisors to create portfolios that best meet their clients’ needs
- September 13, 2018 March 14, 2019
- 06:00
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Now is the time to regulate financial services titles
Consumers expect professionalism and true value from financial advisors
- March 8, 2019 March 14, 2019
- 17:00
Turbulent markets require a professional touch
Professional financial planners are uniquely positioned to help clients stay on track during periods of market volatility
- January 14, 2019 March 14, 2019
- 06:00
All Canadians must have access to a financial planner
The financial services sector needs to take steps to ensure the financial planning needs of the mass market consumer are served
- November 12, 2018 March 14, 2019
- 07:00
Strengthening financial planning standards
Trust between financial planners and their clients is essential — and professional standards provide the foundation for that trust
- September 17, 2018 March 14, 2019
- 06:00
> Responsible Investing
Dustyn Lanz
Impact investing goes public
Growing awareness of social and environmental problems has laid the foundation for impact investing
- March 1, 2019 March 16, 2019
- 16:00
Retail investors join institutions on climate concerns
Ignoring the financial risks related to climate change no longer is a viable option for investment professionals
- January 7, 2019 March 16, 2019
- 06:00
A tipping point for responsible investing
Responsible investing now accounts for a majority of assets under management in Canada
- November 5, 2018 March 16, 2019
- 09:00
Busting the RI performance myth
A growing body of evidence shows that responsible investments perform just as well, if not better than traditional investments
- September 10, 2018 March 16, 2019
- 06:00
> Advisor at Risk
Ellen Bessner
Three key principles for power of attorney
As the Canadian population ages, many advisors face difficult situations regarding POA
- February 22, 2019 March 14, 2019
- 16:30
A missed opportunity for advisors
Updating your clients’ KYC form is both a chance to show clients that you have a sincere interest in helping them meet their goals and…
- January 28, 2019 March 14, 2019
- 06:00
Surviving the robo-advisor threat
A connection between advisors and their clients through clear communication will ensure advisors survive and succeed
- January 2, 2019 March 14, 2019
- 06:00
Advisors need to manage clients’ expectations
Advisors should ensure they communicate consistently with their clients while clients need to keep their expectations in check
- November 26, 2018 March 14, 2019
- 06:30
> Tax Matters
Jamie Golombek
Jamie’s top RRSP tips for clients
As the annual contribution deadline approaches, here are three ways to help your clients get the most from their RRSPs
- February 19, 2019 March 14, 2019
- 06:00
Start 2019 off on the right tax foot
Your employee and retiree clients could take advantage of these astute tax-planning strategies for the current taxation year
- January 21, 2019 March 14, 2019
- 06:00
Taking advantage of TFSAs
With the annual dollar limit increasing in January, there’s no reason why your clients shouldn’t take advantage of this tax-free savings and investment vehicle
- December 17, 2018 March 14, 2019
- 06:00
Top yearend tax tips
Make sure to discuss tax-loss selling, tax-gain donating and RRSP strategies with clients to whom these strategies apply
- November 19, 2018 March 14, 2019
- 06:00
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