Latest columns in Inside Track
Focus on Financial Planning
Tashia Batstone
Tech is a force for transformation, inclusion
Financial planning is changing amid digitization
- September 28, 2021 September 28, 2021
- 15:00
Democratization: The future of financial planning
We need to focus on ensuring all Canadians have access to sound financial advice
- August 3, 2021 August 3, 2021
- 16:00
Toward an inclusive future for all Canadians
Financial planners must embrace the opportunity to think beyond the current communities they serve
- May 21, 2021 May 19, 2021
- 03:00
Advisor at Risk
Ellen Bessner
Regulatory settlement? Inform yourself!
Understand how a settlement can unexpectedly affect you
- September 17, 2021 September 17, 2021
- 15:00
Why care about changes to regulations?
Three questions to ask to protect yourself and your business
- July 9, 2021 July 9, 2021
- 16:21
How to avoid becoming an enforcement statistic
Regulators measure their success based in part on how many enforcement matters they open and prosecute
- May 28, 2021 May 28, 2021
- 15:30
You can’t be a walking rulebook
A step-by-step guide to navigating the mountain of rules you must follow to protect your licence, reputation and livelihood
- April 14, 2021 April 14, 2021
- 16:52
Industry Perspectives
Ian Russell
The challenge to differentiate wealth services
Advisors can offer a personalized experience through deeper client engagement
- September 15, 2021 September 13, 2021
- 15:00
Expanded cost reporting poses an important and challenging task
The CSA is expected to propose new cost reporting for investors
- July 21, 2021 July 22, 2021
- 16:14
Complex exempt market offerings require more vigorous oversight
Extensive oversight is needed for integrated EMD and IC/PM business models
- May 26, 2021 May 26, 2021
- 17:22
Budget 2021 was a disappointment to the investment industry
Without a detailed fiscal plan, program spending and budget deficits may exceed the current projections
- May 3, 2021 May 3, 2021
- 15:45
Derivatives
The Canadian Derivatives Institute
Hedging against climate risks using weather derivatives
Alain Brisebois of CWP Energy discusses these often-misunderstood products
- September 10, 2021 September 10, 2021
- 16:27
The future of ETFs
Erika Toth of BMO Global Asset Management shares her thoughts on the ETF landscape
- June 4, 2021 June 8, 2021
- 15:30
Integrating ESG factors into portfolio management
Vincent Beaulieu of Fiera Capital discusses his firm’s approach to ESG analysis
- March 5, 2021 March 5, 2021
- 13:52
Compliance CX
Susan Silma
How you hold yourself out to clients matters
Transparency helps clients better understand the advisory relationship
- September 8, 2021 September 9, 2021
- 16:10
Suitability takes on new meaning with client-focused reforms
Advisors must “put the client’s interest first” when making a recommendation
- July 14, 2021 July 14, 2021
- 14:46
How well do you know the products you recommend?
New KYP requirements put the spotlight on firm and advisor product knowledge
- May 19, 2021 May 19, 2021
- 15:30
How enhanced KYC requirements are changing client conversations
You can build stronger relationships with clients by implementing new requirements now
- March 24, 2021 March 24, 2021
- 15:00
Next PageNext Page »