Latest columns in Inside Track

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Industry Perspectives

Ian Russell

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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

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Technology

David Reeve

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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

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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

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Compliance CX

Susan Silma

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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

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Investment Funds

Paul Bourque

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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