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Latest columns in Inside Track
A welcome new regulatory era in Ontario
The FSRA’s regulation of advisor and planner titles could influence policy in other jurisdictions
- June 28, 2019 July 10, 2019
- 13:43
Long overdue title protection coming to Ontario
But the devil will be in the details
- May 3, 2019 July 10, 2019
- 16:49
Now is the time to regulate financial services titles
Consumers expect professionalism and true value from financial advisors
- March 8, 2019 July 10, 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 July 10, 2019
- 06:00
> Responsible Investing
Dustyn Lanz
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 July 19, 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 July 19, 2019
- 16:00
Impact investing goes public
Growing awareness of social and environmental problems has laid the foundation for impact investing
- March 1, 2019 July 19, 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 July 19, 2019
- 06:00
> Industry Perspectives
Ian Russell
Streamlining eDelivery for prospectuses
How the “notice and access” mechanism for proxy voting could be extended to other documents
- June 12, 2019 July 10, 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 July 10, 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 July 10, 2019
- 06:00
FSRA will have many benefits
Ontario’s new insurance regulator will raise the standards of transparency and conduct not only in the province, but nationally
- December 14, 2018 July 10, 2019
- 06:30
> Focus on Financial Planning
Keith Costello
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 July 20, 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 July 20, 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 July 20, 2019
- 06:00
Traditional retirement planning may not meet Canadians’ needs
Financial planners and financial advisors need to re-evaluate retirement planning processes to ensure they resonate with their clients
- December 3, 2018 July 20, 2019
- 05:30
> Compliance CX
Susan Silma
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 July 20, 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 July 20, 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 July 20, 2019
- 06:00
Do the right thing for your clients
Advisors should use the proposed client-focused reforms as an opportunity to strengthen relationships with clients
- November 22, 2018 July 20, 2019
- 06:00
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