Latest columns in Inside Track
Insurance
Jeff Cait
The illustration standard we promised in 1996
The CLHIA got the principles right nearly 30 years ago. The main thing got lost — the diversified portfolio approach is how we get it…
- April 14, 2026 April 14, 2026
- 10:18
The in-force servicing gap is a design problem
Here is what it costs consumers — and what a practice standard could look like
- April 7, 2026 April 10, 2026
- 10:05
The math of life insurance pt. 2
Thinking about life insurance as a portfolio of products, and three client service best practices
- March 24, 2026 March 24, 2026
- 01:13
The math of life insurance pt. 1
Lapse-supported pricing is the hidden variable in every Canadian life insurance product — most clients have never heard of it
- March 23, 2026 March 24, 2026
- 11:20
Regulation
Harvey Naglie
Same office, new sign
Canada's banks were told to stop calling their internal complaint office an ombudsman — they changed the sign but kept the office
- April 14, 2026 April 14, 2026
- 09:31
Re: Total cost reporting — are we overreacting or underreacting?
Regulators should commit to a formal review of total cost reporting, including report tests with retail investors
- April 13, 2026 April 13, 2026
- 08:05
Re: The in-force servicing gap is a design problem
Cait’s policy contract review framework is the right template, but it should be a regulatory requirement
- April 8, 2026 April 10, 2026
- 09:16
Who is watching the non-bank lending market?
Goeasy held a $5.51-billion loan portfolio at the end of 2025 — entirely outside the federal consumer protection framework that governs chartered banks
- April 7, 2026 April 6, 2026
- 01:26
Industry
Kevin Press
A cautiously optimistic Canada still needs CUSMA
A year after Liberation Day, global trade has proven resilient as the U.S. keeps on importing
- April 10, 2026 April 10, 2026
- 15:46
Spaghetti at the wall
The number of ETFs available in Canada has grown twice as fast as the mutual fund industry — faster than advisors can keep up
- March 27, 2026 March 30, 2026
- 15:16
The ultimate AI case study
Liberation Day made two things clear — Trump is winging it and AI is transforming asset management
- March 20, 2026 March 20, 2026
- 16:48
Remembering Darin Diehl
"I think about Darin a lot," says Preet Banerjee on the Canadian Advisor.cast. "He had a very big impact on me."
- March 13, 2026 March 14, 2026
- 14:37
Compliance CX
Susan Silma
Total cost reporting — are we overreacting or underreacting?
How firms should prepare for the next phase of fee transparency
- April 7, 2026 April 7, 2026
- 11:09
Client experience is a team sport
To win, make sure every member of your team is dedicated to delivering an exceptional experience to all clients
- February 18, 2026 February 18, 2026
- 15:35
5 tips to improve advisor satisfaction with technology
Focus on the end-to-end advisor experience with tools and implement change management best practices
- December 15, 2025 December 15, 2025
- 09:08
The longevity revolution requires a new approach to advice
Start thinking differently about your retired and soon-to-be retired clients
- October 16, 2025 October 16, 2025
- 09:09
Investments
Steve Locke
The return of geopolitics
If oil supply hasn’t returned to normal by mid-year, higher inflation and slowing global growth could become the dominant themes of 2026
- March 24, 2026 March 24, 2026
- 10:27
U.S. market outlook: Embracing the certainty of uncertainty
Recession is unlikely, but valuations are high — a neutral equity-bond asset mix and increased diversification are recommended
- October 16, 2025 November 12, 2025
- 01:41
U.S. market outlook: Embracing the certainty of uncertainty
Recession is unlikely, but valuations are high — a neutral equity-bond asset mix and increased diversification are recommended
- October 10, 2025 October 10, 2025
- 13:57
Advisors can help investors navigate U.S. economic uncertainty
President Trump’s America First policies represent a ground shift, but it’s never a good idea to chase headlines
- March 10, 2025 November 12, 2025
- 14:21