Latest columns in Inside Track

Compliance CX

Susan Silma

Partners discussing new plans

Annual statements: An unparalleled client engagement opportunity

It’s time to think differently about client communications and disclosure documents

  • February 7, 2024 February 7, 2024
  • 15:00

Your role in financial literacy

Ideas for advisors and firms to address the challenge

  • December 6, 2023 December 6, 2023
  • 15:00

Serving women clients: We’re not there yet

Six ideas to fill the service gap and grow your business

  • October 11, 2023 October 11, 2023
  • 15:00

Harness the power of transparency

Real talk about fees and value is good for business

  • August 18, 2023 August 18, 2023
  • 15:00
Big data

AI has arrived in wealth management

Opportunities and challenges must be weighed

  • November 15, 2023 November 15, 2023
  • 15:00

Leverage compliance tech to grow your business

Tech-assisted recommendations can improve client outcomes

  • September 25, 2023 September 25, 2023
  • 15:00

Technology can drive better financial decisions

An InvestorCOM analysis of KYP outcomes provides positive evidence

  • March 15, 2023 March 15, 2023
  • 15:00

Post-Covid risks and opportunities for advisors

Position yourself to effectively address clients’ evolving needs and expectations

  • January 23, 2023 January 23, 2023
  • 15:00
Dustyn Lanz
Responsible Investing

Dustyn Lanz

Lightbulb drawn around tree image, indicating sustainable ideas

5 actions for fund managers to overcome ESG pain points

Evolving expectations leave some managers struggling

  • October 16, 2023 October 16, 2023
  • 15:00

Will Canada import America’s anti-ESG campaign?

Opinion: The backlash has limited prospects for four reasons

  • July 26, 2023 July 26, 2023
  • 15:00

Understanding Canada’s proposed climate finance taxonomy

The goal is to create a common language for the issuance of financial instruments

  • April 19, 2023 April 19, 2023
  • 16:10

Tidal wave of ESG disclosure rules will trigger flight to quality

Opinion: Investors want leadership in sustainability, and transparency will help them find it

  • February 13, 2023 February 13, 2023
  • 15:00
Ian Russell
Industry Perspectives

Ian Russell

Man Standing on Cliff Searching Through Spyglass In The Fog

Opinion: Tax reform needed to lift gloom in corporate sector

Federal budget did little to invigorate sluggish investment spending

  • April 4, 2023 April 4, 2023
  • 15:00

Does growth in self-managed accounts defy need for advice?

Tech, profound shocks have changed investor behaviour

  • January 16, 2023 January 16, 2023
  • 15:00

Creating policy to improve business spending, productivity

A new approach is needed to replace failed government programs

  • November 21, 2022 November 21, 2022
  • 15:00

For fair and balanced regulation, displace expert committees

Regulators require internal compliance expertise

  • September 26, 2022 September 26, 2022
  • 15:00
Paul Bourque portrait Inside Track
Investment Funds

Paul Bourque

rubber stamp

Reducing regulatory burden: An ongoing priority

Regulatory efficiency saves costs and ultimately benefits investors

  • January 25, 2023 January 25, 2023
  • 15:00

Financial advice and the resilient investor

Advisors play an important role in enhancing resiliency

  • November 23, 2022 November 23, 2022
  • 15:00

Investment funds and the move to T+1

The best solution to the complex transition may be flexibility

  • September 12, 2022 September 12, 2022
  • 15:00

Successful rule implementation requires industry collaboration

The delivery of policy shouldn’t be a last step

  • July 18, 2022 July 18, 2022
  • 15:00