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Ian Russell>
Industry Perspectives

Ian Russell

flag of ontario flying high on a flag post, against blue sky

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 January 11, 2019
  • 06:30

Now is the time to focus on advisor productivity

Taking this approach can help arrest erosion in operating margins in the wealth-management business and be of benefit to clients

  • October 18, 2018 January 11, 2019
  • 06:00

Dealers may narrow offerings in response to regulatory proposals

Many independent firms may restructure or retool their wealth-management operations to mitigate the negative impacts of the client-focused reforms

  • August 16, 2018 January 11, 2019
  • 06:00

Robust internal growth offers alternative to acquisitions

Adopting a strategy focused on technology would give a firm’s advisors greater potential to grow their businesses

  • June 14, 2018 January 11, 2019
  • 06:00
senior couple sitting at table with financial advisor

Get ahead on the client-focused reforms

Advisors could begin to use technology now to stay onside of the CSA’s proposed client-focused reforms when they take effect

  • December 10, 2018 January 3, 2019
  • 06:00

Gain an edge by embracing technology

Not only does adopting digital tools lead to happier clients, it also results in greater profitability and success for advisors

  • October 15, 2018 January 3, 2019
  • 06:00

Turning compliance disclosure into a win/win

Compliance disclosure can be confusing to all parties, but there is an opportunity for advisors to provide “pain relief” and stand above their peers

  • August 20, 2018 January 3, 2019
  • 06:20

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 January 3, 2019
  • 06:00
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Focus on Financial Planning

Keith Costello

senior woman student in class

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 December 24, 2018
  • 05:30

Entrepreneurs need help with their retirement planning

Financial planners and financial advisors need to understand these individuals’ retirement challenges to gain them as clients

  • October 9, 2018 December 24, 2018
  • 06:00

A winning strategy for clients’ retirement plans

Investing in elite businesses that pay steady and rising dividends has proven to be a strategy that works

  • August 13, 2018 December 24, 2018
  • 06:00

Should cryptocurrencies be in a client’s portfolio?

Financial planners and financial advisors need to understand the benefits and drawbacks of this new digital asset class

  • June 17, 2018 December 24, 2018
  • 19:00
Susan Silma>
Compliance CX

Susan Silma

miling young couple shaking hands with investment advisor

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 December 30, 2018
  • 06:00

Help your clients make better decisions

Behavioural economics provides a framework for advisors to help direct clients to make decisions consistent with their long-term goals

  • September 27, 2018 December 30, 2018
  • 06:00

CSA’s proposed reforms could have major implications

There are key steps advisors can take now to be ahead of the game and deliver better outcomes for clients

  • July 26, 2018 December 30, 2018
  • 06:00

Balancing compliance with the client experience

There are various steps advisors can take to ensure a positive client experience while still being compliant

  • May 31, 2018 December 30, 2018
  • 06:30
Paul Bourque portrait Inside Track>
Investment Funds

Paul Bourque

happy young couple discussing with a financial agent

Leveraging behavioural economics research to enhance disclosure

Existing research shows that providing investors with clear and timely information, in a format that’s proven to be effective, can only lead to better outcomes

  • November 15, 2018 January 1, 2019
  • 06:00

Both mutual funds and ETFs can help achieve clients’ goals

Having both products as investment options enhances the ability of advisors to create portfolios that best meet their clients’ needs

  • September 13, 2018 January 1, 2019
  • 06:00

Protecting older clients a critical task for advisors

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

  • July 19, 2018 January 1, 2019
  • 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 January 1, 2019
  • 07:00