Latest columns in Inside Track

Susan Silma
Compliance CX

Susan Silma

female advisor shaking hands with a young couple

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

How advisors can support women’s growing share of wealth

Use these strategies to strengthen client relationships

  • March 30, 2022 March 30, 2022
  • 15:00

Demonstrate commitment to client outcomes with the CFRs

By leveraging the regulations, you can build deeper relationships and reinforce the value of your advice

  • February 2, 2022 February 2, 2022
  • 15:00

New KYC requirement protects vulnerable clients

Help clients name a trusted contact person

  • November 3, 2021 February 2, 2022
  • 15:00
Paul Bourque portrait Inside Track
Investment Funds

Paul Bourque

merger

The importance of harmonizing title regulation

Consistency would provide clarity to investors

  • May 20, 2022 May 20, 2022
  • 11:00

Responsible investment: Developments in disclosure and standards

Industry action will help provide clarity to investors

  • March 28, 2022 March 28, 2022
  • 15:00

The regulatory treadmill: An industry perspective

A collaborative approach with realistic timelines would help reduce strain on firms

  • January 31, 2022 January 31, 2022
  • 15:00

ETFs in the Covid-19 financial crisis

The funds proved their resilience during the global pandemic

  • December 8, 2021 December 3, 2021
  • 15:00
Tashia Batstone
Focus on Financial Planning

Tashia Batstone

usiness team in a meeting looking at a sheet of paper

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

The key role of planners during challenging times

Inflation, rising interest rates and market volatility have significant impacts for Canadians

  • March 21, 2022 March 21, 2022
  • 15:00

Breaking down the barriers to seeking financial advice

Consumer confidence is key to drive behaviour

  • December 15, 2021 December 15, 2021
  • 15:00

Tech is a force for transformation, inclusion

Financial planning is changing amid digitization

  • September 28, 2021 September 28, 2021
  • 15:00
Dustyn Lanz
Responsible Investing

Dustyn Lanz

Does nuclear power belong in ESG funds?

Although highly divisive among investors, nuclear represents an important transition fuel

  • April 26, 2022 April 26, 2022
  • 16:02

Successes, challenges and next steps in responsible investing

RIA CEO reflects on developments and urges advisors to start conversations

  • November 9, 2021 November 10, 2021
  • 16:40

An advisor’s short guide to greenwashing 

How three factors are contributing to rising concerns about greenwashing in the investment industry 

  • August 10, 2021 August 10, 2021
  • 16:00

Three key ESG trends advisors need to be aware of

How stewardship, impact measurement and net zero are shaping the RI space

  • May 11, 2021 May 11, 2021
  • 14:45
climate change

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

Dipping your toe in crypto? Consider using ETFs

The advent of the ETF option offers investors a liquid and safer way to get exposure

  • September 7, 2021 September 7, 2021
  • 12:05

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