Latest columns in Inside Track

>

Compliance CX

Susan Silma

All columns

The future of client relationships post-lockdown

Four positives that may come out of the pandemic

• May 21, 2020 May 21, 2020
• 18:28

What to do about market scares? Help your clients manage their fears

How to help clients avoid panic and stay focused on the long term

• March 24, 2020 March 24, 2020
• 16:07

5 ways you can increase client engagement during RRSP season

Take the time to help your clients become more financially literate. It’s worth it — for you and for them.

• January 29, 2020 January 29, 2020
• 15:25

Client-focused reforms: How advisors can turn regulation into opportunity

Advisors can deliver better outcomes for their clients by getting ahead of their regulatory obligations

• November 20, 2019 November 20, 2019
• 14:59

>

Technology

David Reeve

All columns

Preparing for a post-coronavirus wealth advice world

Advisors and dealers are rethinking their pre-coronavirus routine of serving clients from their offices

• May 20, 2020 May 20, 2020
• 10:37

Trust, disclosure and technology

How being transparent with your clients can help build stronger relationships

• March 20, 2020 March 20, 2020
• 16:09

The forces of technology: automation and augmentation

Using technology to augment your practice can help strengthen your relationships with clients

• January 24, 2020 January 24, 2020
• 16:18

The impact of the new client-focused reforms on your practice

Technology solutions can help advisors meet compliance obligations

• November 8, 2019 January 22, 2020
• 16:20

>

Investment Funds

Paul Bourque

All columns

Canadian fund investors stay the course

Research shows investors are not susceptible to redemption runs

• May 13, 2020 May 13, 2020
• 15:19

Responsible investing: a growing priority for Canadians

Clear, consistent terminology and definitions must be established

• March 18, 2020 March 18, 2020
• 17:18

Regulators must clarify approach to outside business activities

Unclear rules could deter registered individuals from actively contributing to their communities

• January 22, 2020 January 22, 2020
• 14:51

Canadian investors value advice

Studies show investors are largely satisfied with the advice they receive

• September 18, 2019 November 10, 2019
• 16:36

>

Responsible Investing

Dustyn Lanz

All columns

ESG and Covid-19: Four market trends

Social issues move front and centre as ESG funds prove their mettle

• April 20, 2020 April 20, 2020
• 16:53

Why some ESG funds hold oil and gas stocks

There are inclusionary and exclusionary approaches to responsible investing

• January 31, 2020 March 6, 2020
• 15:53

Research shows investors value sustainability

Study finds causal evidence that retail investors will move assets into RI funds if it is made easier to do so

• October 11, 2019 November 16, 2019
• 15:19

New diversity data coming for responsible investors

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

• August 16, 2019 November 16, 2019
• 15:55

>

ETFs

Pat Dunwoody

All columns

Are ETFs riskier than mutual funds?

It’s the underlying holdings that are important — not the structure of the investment

• February 4, 2020 February 3, 2020
• 16:00

Eight tips for trading ETFs

Make sure you’re getting the most out of your trades

• January 7, 2020 January 3, 2020
• 16:00

Myth: ETFs can “become” the market

Dispelling a misconception that has developed over time

• December 3, 2019 January 8, 2020
• 16:00

Could ETFs cause a market crash?

Debunking the myth that ETFs cause market instability

• September 3, 2019 November 17, 2019
• 15:00