Latest columns in Inside Track
Compliance CX
Susan Silma
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
Investment Funds
Paul Bourque
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
Focus on Financial Planning
Tashia Batstone
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
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
ETFs
Pat Dunwoody
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
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