Latest columns in Inside Track
Compliance CX
Jeff Cait
You need a better Reason Why letter
Life insurance consumers deserve to know what they bought — and how it compares with other options
- March 11, 2026 March 11, 2026
- 13:27
Regulation
Harvey Naglie
The proposed Ontario Long-Term Asset Fund puts investors at risk
The OSC believes it can protect retail private market investors — Tiff Macklem just said monitoring needs improvement
- March 9, 2026 March 9, 2026
- 01:00
Re: What’s next for FSRA’s MGA licensing rule?
FSRA did not invent a consumer protection problem — it found one
- March 6, 2026 March 6, 2026
- 14:09
CIRO’s tenure plan tests the meaning of independent
Term limits matter, now more than ever for the self-regulatory organization
- March 3, 2026 March 2, 2026
- 01:38
Re: Blue Owl ‘quake’ is not what it seems
This is a structural mismatch the industry has been slow to confront and that some commentators appear eager to deflect
- February 24, 2026 February 24, 2026
- 09:16
Industry
Kevin Press
‘Everyone’s trying to figure out what to do next’ as oil tops US$90
Canada's energy sector stands to benefit from the U.S.-Israeli war on Iran, but that could be overshadowed by inflation
- March 6, 2026 March 11, 2026
- 18:12
TikTok would be a better place with more financial advisors
Canadians are feasting on financial influencer content, for better or worse
- February 27, 2026 February 27, 2026
- 15:24
Can retail investors influence AI decision-making?
A new report outlines financial, legal and reputational risks associated with AI investments
- February 20, 2026 February 20, 2026
- 15:01
Wealthsimple is a wake-up call
Dan Richards talks disruption on the Canadian Advisor.cast
- February 13, 2026 February 13, 2026
- 09:12
Advisor at Risk
Ellen Bessner
Beware of AI’s legal pitfalls
Privacy, enterprise solutions and the danger of automatic transcripts
- March 3, 2026 March 4, 2026
- 15:32
Reframing the big fat questions for young clients
6 conversation-starters that will resonate with Millennials and Gen Z
- December 2, 2025 December 4, 2025
- 01:54
When a client-advisor relationship gets too close
How to know if a client relationship poses a potential conflict and what to do about it
- October 10, 2025 December 4, 2025
- 13:42
Pain points and reaching the next generation
How to get to the next generation by solving for your elderly clients’ pain points
- September 3, 2025 August 8, 2025
- 01:08
Focus on Financial Planning
Tashia Batstone
Bridging the advice gap in financial planning
Too many Canadians continue to navigate their finances alone, highlighting the need for accessible, confidence-building financial advice
- February 25, 2026 February 24, 2026
- 01:21
Ethics, technology, regulation have shaped today’s financial planning profession
30 years after the launch of what would become FP Canada, the modern profession has learned 5 important lessons
- November 19, 2025 November 19, 2025
- 09:26
For financial planners, continuing education matters more than ever
High-quality learning opportunities are increasingly essential for members of the profession
- September 22, 2025 September 20, 2025
- 01:43
Reframing careers in financial planning for a new generation
We need to show young talent how rewarding the profession can be
- July 24, 2025 July 24, 2025
- 13:32