Home Inside Track

Latest columns in Inside Track

Carey List>
Focus on Financial Planning

Cary List

boomer couple signing contract with financial planner

Redefining the value of financial planning

Financial planners need to communicate the tangible impact financial planning can have on Canadians’ lives

  • July 23, 2018 July 20, 2018
  • 06:00

Ontario takes a step in the right direction

The Ontario government’s recently published proposal for regulating financial planners gets a lot of things right, but several concerns remain with the proposed legislation

  • May 28, 2018 May 25, 2018
  • 06:00

Research is critical to the financial planning profession

Canada has a key role to play in developing research that helps financial planners serve clients’ increasingly complex needs

  • April 2, 2018 March 29, 2018
  • 06:00

Professional advice in greater need than ever

Financial planners and advisors have the skills to provide real discipline to help clients stay true to their principles in times when panic sets in

  • February 2, 2018 March 21, 2018
  • 15:31
Paul Bourque portrait Inside Track>
Investment Funds

Paul Bourque

elderly couple who grips cane

Protecting older clients a critical task for advisors

The aging of Canada’s population raises challenging legal, regulatory and ethical questions

  • July 19, 2018 July 10, 2018
  • 06:00

Regulation of financial planners presents a great opportunity

A co-ordinated approach that doesn’t duplicate existing regulatory oversight will address an important regulatory gap in investor protection

  • May 17, 2018 June 21, 2018
  • 07:00

Enhanced disclosure is working

Recent research reveals there are more informed investors who ask questions and are more engaged in their investment decisions

  • March 14, 2018 June 21, 2018
  • 14:00
Dustyn Lanz>
Responsible Investing

Dustyn Lanz

Meat vs vegatables concept

Growing demand for food a meaty issue for investors

The immense impact of animal farming presents environmental, social and governance risks — as well as opportunities

  • July 16, 2018 July 15, 2018
  • 06:00

RI mutual funds leverage their proxy power

Canadian RI mutual funds are asking corporations to step up on climate change, gender diversity, indigenous rights, opioid accountability and other sustainability issues this proxy…

  • May 22, 2018 May 9, 2018
  • 06:00

Cybersecurity is a growing issue for responsible investors

Cybersecurity has emerged as a major governance risk for companies and shareholders

  • March 26, 2018 March 22, 2018
  • 06:00

Making sense of the debate on fossil fuel divestment

We need to allocate capital to sustainability leaders across many sectors and invest in companies supporting the transition to a low-carbon economy

  • January 26, 2018 March 21, 2018
  • 14:15
checking stock market data on a mobile device

Leverage technology to future-proof your business

By removing friction, adding convenience and changing the value proposition, you can protect your practice from the growing influence of robo-advisors

  • June 25, 2018 June 18, 2018
  • 06:00

Crossing the digital bridge

The emerging trend of “open banking” has the potential to be the most important catalyst for change in our industry

  • April 30, 2018 June 19, 2018
  • 06:00

Why human intelligence is more important than ever

Despite growing fear of the growing use of AI, evidence suggests it will serve as an aid to human interactions rather than replace these relationships

  • March 2, 2018 June 19, 2018
  • 14:45
Smartphone with finance and market icons and symbols concept

Technology will drive harmonization, regulators say

The insurance industry is taking a page from the mutual fund industry, leveraging technology to address mounting disclosure regulations

  • January 2, 2018 March 21, 2018
  • 10:30

AI is not just another fad

AI is slowly making its way into the wealth-management industry and will ultimately transform financial advisors’ role

  • October 29, 2017 October 29, 2017
  • 13:00

Is financial services the next music industry?

Blockchain technology may transform financial services just as peer-to-peer file-sharing technology changed the music industry almost 20 years ago

  • September 4, 2017 December 15, 2017
  • 17:00

Clients want humans, not robots

Far from replacing interaction with real people, technology strengthens the financial advisor’s client service

  • July 10, 2017 December 15, 2017
  • 05:00