Latest columns in Inside Track
Advisor at Risk
Ellen Bessner
Set your client-advisor relationships up for success
Teach clients to meet you halfway — here’s how
- November 14, 2022 November 14, 2022
- 15:00
Questions to assess the best kept secret about KYC
Advisors must show that clients understood an investment and its risks
- October 18, 2022 October 18, 2022
- 15:00
Best kept secret about KYC
Advisors ignore this important know-your-client item to their detriment
- July 25, 2022 July 20, 2022
- 15:00
Big fat questions to get clients talking
Fulfil your KYC obligations without infringing on client privacy
- June 6, 2022 June 6, 2022
- 15:00
Compliance CX
Susan Silma
Leverage compliance for a rewarding client-advisor experience
Regulation can help firms and advisors deliver better client outcomes
- November 9, 2022 November 9, 2022
- 15:15
Transforming the fee conversation with total cost reporting
TCR is coming for investment and seg funds
- September 14, 2022 September 14, 2022
- 15:57
5 ways to better serve aging clients
Support a maturing demographic by adapting to changing needs
- July 20, 2022 July 20, 2022
- 15:00
Younger Canadians want to work with advisors, but on their own terms
Use these tips to meet their expectations
- May 25, 2022 May 25, 2022
- 15:00
Focus on Financial Planning
Tashia Batstone
Financial planning and digital transformation: It’s time to act
Realizing technology’s full potential for the profession requires a thoughtful, proactive approach
- October 31, 2022 October 31, 2022
- 15:04
Building a financial planning workforce for the future
It’s time to talk about attracting new talent to the profession
- September 2, 2022 September 2, 2022
- 15:00
Imagining financial wellness for all Canadians
Diversity, equity and inclusion are essential to enhancing access to financial planning
- July 11, 2022 July 11, 2022
- 15:00
A new era of clarity in Ontario
With minimum standards in place for use of “financial planner” in Ontario, it’s time for other provinces to act
- May 16, 2022 May 16, 2022
- 15:00
ETFs
Pat Dunwoody
5 things to know about leveraged and inverse-leveraged ETFs
Get the inside scoop, from fund features to volatility and risk
- September 13, 2022 August 31, 2022
- 13:00
How ETFs can help you navigate volatility
Volatility is stressful but not novel, and ETFs can work in a jarring investing climate
- July 12, 2022 June 28, 2022
- 13:00
Better and more integrated ESG investing standards are progressing
An enhanced Canadian ESG identification framework is advancing on a foundation of international and domestic norms
- April 14, 2022 April 13, 2022
- 13:00
Validate your processes and think “win-win” when it comes to applying CFRs
The CFRs are really about formalizing and documenting processes to prove they’re followed
- November 9, 2021 November 3, 2021
- 13:00
ETFs
Mary Hagerman
How to answer young investors’ questions about ETFs
If we want to serve our clients’ children, we must be comfortable teaching the basics of investing
- September 13, 2022 September 1, 2022
- 13:00
Thematic investing can work for patient investors
Long-term conviction is often required if these strategies are to pay off over time
- June 7, 2022 June 6, 2022
- 14:00
ETFs can help RESPs to grow
The funds are versatile enough to bolster both education accounts and post-graduation accounts
- March 8, 2022 March 8, 2022
- 13:00
ETFs can help you slow down and simplify
Simple investment options can help clients overcome resistance to working on their finances
- December 7, 2021 December 3, 2021
- 14:00
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