Home Inside Track

Latest columns in Inside Track

Carey List>
Focus on Financial Planning

Cary List

man woman handshake by close up on a blue background

Strengthening financial planning standards

Trust between financial planners and their clients is essential — and professional standards provide the foundation for that trust

  • September 17, 2018 September 14, 2018
  • 06:00

Redefining the value of financial planning

Financial planners need to communicate the tangible impact financial planning can have on Canadians’ lives

  • July 23, 2018 July 20, 2018
  • 06:00

Ontario takes a step in the right direction

The Ontario government’s recently published proposal for regulating financial planners gets a lot of things right, but several concerns remain with the proposed legislation

  • May 28, 2018 September 14, 2018
  • 06:00

Research is critical to the financial planning profession

Canada has a key role to play in developing research that helps financial planners serve clients’ increasingly complex needs

  • April 2, 2018 March 29, 2018
  • 06:00
Paul Bourque portrait Inside Track>
Investment Funds

Paul Bourque

man calculates money. piggy bank and business documents on desk

Both mutual funds and ETFs can help achieve clients’ goals

Having both products as investment options enhances the ability of advisors to create portfolios that best meet their clients’ needs

  • September 13, 2018 September 24, 2018
  • 06:00

Protecting older clients a critical task for advisors

The aging of Canada’s population raises challenging legal, regulatory and ethical questions

  • July 19, 2018 July 10, 2018
  • 06:00

Regulation of financial planners presents a great opportunity

A co-ordinated approach that doesn’t duplicate existing regulatory oversight will address an important regulatory gap in investor protection

  • May 17, 2018 September 14, 2018
  • 07:00

Enhanced disclosure is working

Recent research reveals there are more informed investors who ask questions and are more engaged in their investment decisions

  • March 14, 2018 June 21, 2018
  • 14:00
Dustyn Lanz>
Responsible Investing

Dustyn Lanz

economic growth gdp growth domestic product money stack chart

Busting the RI performance myth

A growing body of evidence shows that responsible investments perform just as well, if not better than traditional investments

  • September 10, 2018 September 7, 2018
  • 06:00

Growing demand for food a meaty issue for investors

The immense impact of animal farming presents environmental, social and governance risks — as well as opportunities

  • July 16, 2018 July 15, 2018
  • 06:00

RI mutual funds leverage their proxy power

Canadian RI mutual funds are asking corporations to step up on climate change, gender diversity, indigenous rights, opioid accountability and other sustainability issues this proxy…

  • May 22, 2018 May 9, 2018
  • 06:00

Cybersecurity is a growing issue for responsible investors

Cybersecurity has emerged as a major governance risk for companies and shareholders

  • March 26, 2018 March 22, 2018
  • 06:00
Ian Russell>
Industry Perspectives

Ian Russell

decreasing cash money with businessmen in various activities

Dealers may narrow offerings in response to regulatory proposals

Many independent firms may restructure or retool their wealth-management operations to mitigate the negative impacts of the client-focused reforms

  • August 16, 2018 September 13, 2018
  • 06:00

Robust internal growth offers alternative to acquisitions

Adopting a strategy focused on technology would give a firm’s advisors greater potential to grow their businesses

  • June 14, 2018 June 14, 2018
  • 06:00

Investors have greater need for financial advice

Recent developments reveal that having a trusted financial advisor is critically important for those seeking wealth-management providers

  • April 19, 2018 April 19, 2018
  • 06:00

Technology offers significant opportunities

Electronic wealth-management platforms could improve the prospects of small and mid-sized investment dealers

  • February 14, 2018 March 21, 2018
  • 13:55
Smartphone with finance and market icons and symbols concept

Technology will drive harmonization, regulators say

The insurance industry is taking a page from the mutual fund industry, leveraging technology to address mounting disclosure regulations

  • January 2, 2018 March 21, 2018
  • 10:30

AI is not just another fad

AI is slowly making its way into the wealth-management industry and will ultimately transform financial advisors’ role

  • October 29, 2017 October 29, 2017
  • 13:00

Is financial services the next music industry?

Blockchain technology may transform financial services just as peer-to-peer file-sharing technology changed the music industry almost 20 years ago

  • September 4, 2017 December 15, 2017
  • 17:00

Clients want humans, not robots

Far from replacing interaction with real people, technology strengthens the financial advisor’s client service

  • July 10, 2017 December 15, 2017
  • 05:00