Latest columns in Inside Track

Tashia Batstone
Focus on Financial Planning

Tashia Batstone

man using mobile phone

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
Ellen Bessner
Advisor at Risk

Ellen Bessner

man working on laptop

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
Ian Russell
Industry Perspectives

Ian Russell

wood chess pieces surrounding red piece

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
eavy clouds bringing thunder, lightnings and storm

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
Susan Silma
Compliance CX

Susan Silma

client meeting

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