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Dustyn Lanz>
Responsible Investing

Dustyn Lanz

Black female boss leading corporate multiracial team meeting talking to diverse businesspeople, african american woman executive discussing project plan at group multi-ethnic briefing in boardroom

Gender lens investing

Men hold the vast majority of board seats and CEO positions in Canada. Gender lens investing aims to close the gap.

  • April 26, 2019 May 2, 2019
  • 16:00

Impact investing goes public

Growing awareness of social and environmental problems has laid the foundation for impact investing

  • March 1, 2019 May 2, 2019
  • 16:00

Retail investors join institutions on climate concerns

Ignoring the financial risks related to climate change no longer is a viable option for investment professionals

  • January 7, 2019 May 2, 2019
  • 06:00

A tipping point for responsible investing

Responsible investing now accounts for a majority of assets under management in Canada

  • November 5, 2018 May 2, 2019
  • 09:00
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Focus on Financial Planning

Keith Costello

Diverse Large Group Of People Multiethnic Group

Helping clients avoid market groupthink

Long-term investment portfolio values and retirement goals can suffer when your clients follow market irrationality

  • April 23, 2019 May 15, 2019
  • 15:43

Harmonization is the key to reducing regulatory load

Multiple rules and regimes mean increased costs for advisors, planners and clients

  • February 11, 2019 May 15, 2019
  • 06:00

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 May 15, 2019
  • 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 May 15, 2019
  • 06:00
Ian Russell>
Industry Perspectives

Ian Russell

compliance puzzle

The OSC Burden Reduction Task Force can make a difference to clients

Lower compliance costs will allow advisors to better serve smaller investors

  • April 16, 2019 May 20, 2019
  • 17:09

Investors can benefit from regulatory streamlining

Clients have demanded an integrated platform of products and services driven by their desire for convenient, one-stop shopping

  • February 14, 2019 May 20, 2019
  • 06:00

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 May 20, 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 May 20, 2019
  • 06:00
Casual person using tablet to analyse financial dashboard

How to increase digital adoption for client wealth reporting

Three key steps to improve investor engagement and advisor success

  • April 5, 2019 April 27, 2019
  • 13:48

Technology can ease the regulatory burden

Advisors and dealers are looking for strategies to remain compliant while managing costs and improving client satisfaction

  • February 7, 2019 April 27, 2019
  • 07:00

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 April 27, 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 April 27, 2019
  • 06:00
Susan Silma>
Compliance CX

Susan Silma

Female advisor meeting with male client at hotel lobby

Focus on people, not just products

Increase engagement by focusing on your client’s goals rather than only the details of their investments

  • March 20, 2019 April 8, 2019
  • 15:50

Improve client engagement with technology

Advisors could use technology to make necessary processes less cumbersome and more understandable for clients

  • January 24, 2019 April 8, 2019
  • 06:00

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 April 8, 2019
  • 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 April 8, 2019
  • 06:00