Latest columns in Inside Track

Dustyn Lanz>
Responsible Investing

Dustyn Lanz

business team corporate organization working concept

New diversity data coming for responsible investors

Upcoming disclosure requirements will provide a wealth of diversity data that goes beyond gender

  • August 16, 2019 September 14, 2019
  • 15:55

Sustainable finance: three things advisors need to know

What is sustainable finance, and what does the recent report from Canada’s Expert Panel on Sustainable Finance mean for advisors?

  • June 21, 2019 September 14, 2019
  • 13:49

Gender lens investing

Men hold the vast majority of board seats and CEO positions in Canada. Gender lens investing aims to close the gap.

  • April 26, 2019 September 14, 2019
  • 16:00

Impact investing goes public

Growing awareness of social and environmental problems has laid the foundation for impact investing

  • March 1, 2019 September 14, 2019
  • 16:00
Ian Russell>
Industry Perspectives

Ian Russell

Close up of businessman hands making handshake - greeting, dealing, merger and acquisition concepts

Lessons from the recent GMP Capital transaction

Why well-managed small and mid-size independent dealers are competing effectively

  • August 15, 2019 September 13, 2019
  • 12:33

Streamlining eDelivery for prospectuses

How the “notice and access” mechanism for proxy voting could be extended to other documents

  • June 12, 2019 September 13, 2019
  • 15:38

The OSC Burden Reduction Task Force can make a difference to clients

Lower compliance costs will allow advisors to better serve smaller investors

  • April 16, 2019 September 13, 2019
  • 17:09

Investors can benefit from regulatory streamlining

Clients have demanded an integrated platform of products and services driven by their desire for convenient, one-stop shopping

  • February 14, 2019 September 13, 2019
  • 06:00
>
Focus on Financial Planning

Keith Costello

closeup old hand with crutch

Vulnerable clients need special care and due diligence

Financial advisors should be aware of how to identify and engage effectively with vulnerable clients

  • August 7, 2019 September 13, 2019
  • 17:02

Deciphering Ontario’s Financial Professionals Title Protection Act

Financial planners and advisors should be aware that the act may go beyond title protection

  • May 31, 2019 September 13, 2019
  • 15:54

Helping clients avoid market groupthink

Long-term investment portfolio values and retirement goals can suffer when your clients follow market irrationality

  • April 23, 2019 September 13, 2019
  • 15:43

Harmonization is the key to reducing regulatory load

Multiple rules and regimes mean increased costs for advisors, planners and clients

  • February 11, 2019 September 13, 2019
  • 06:00
array of different flavored colorful ice creams

When and why to use factor investing

Part 2 of a series on multi-factor ETFs

  • August 6, 2019 September 14, 2019
  • 16:00

The benefits of factor-based investing

Why to consider multi-factor ETFs

  • April 30, 2019 September 14, 2019
  • 12:26

Constructing ETF portfolios

The amount of time and effort put into deciding the benchmark for each portfolio you build is critical

  • February 4, 2019 September 14, 2019
  • 06:00

Making the paradigm shift to ETFs

One advisor shares her journey on making the switch to a fee-based practice focused on providing client portfolios of ETFs

  • November 8, 2018 September 14, 2019
  • 06:15
Susan Silma>
Compliance CX

Susan Silma

41689841 - middle aged couple discussing something on the document to a female agent at the table.

Protect your vulnerable clients while protecting yourself

How advisors can guard their vulnerable clients from financial exploitation and avoid the risk of regulatory action

  • July 24, 2019 September 13, 2019
  • 17:09

Is technology encouraging short-term thinking in clients?

For clients, information on their investments is now just a click away. Advisors can help minimize their overreaction to market movements.

  • May 22, 2019 September 13, 2019
  • 17:30

Focus on people, not just products

Increase engagement by focusing on your client’s goals rather than only the details of their investments

  • March 20, 2019 September 13, 2019
  • 15:50

Improve client engagement with technology

Advisors could use technology to make necessary processes less cumbersome and more understandable for clients

  • January 24, 2019 September 13, 2019
  • 06:00