Latest columns in Inside Track
> Responsible Investing
Dustyn Lanz
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
> Industry Perspectives
Ian Russell
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
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
> ETFs
Mary Hagerman
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
> Compliance CX
Susan Silma
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
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