Latest columns in Inside Track

Susan Silma>
Compliance CX

Susan Silma

woman at laptop

The future of client relationships post-lockdown

Four positives that may come out of the pandemic

  • May 21, 2020 May 21, 2020
  • 18:28

What to do about market scares? Help your clients manage their fears

How to help clients avoid panic and stay focused on the long term

  • March 24, 2020 March 24, 2020
  • 16:07

5 ways you can increase client engagement during RRSP season

Take the time to help your clients become more financially literate. It’s worth it — for you and for them.

  • January 29, 2020 January 29, 2020
  • 15:25

Client-focused reforms: How advisors can turn regulation into opportunity

Advisors can deliver better outcomes for their clients by getting ahead of their regulatory obligations

  • November 20, 2019 November 20, 2019
  • 14:59
man on laptop

Preparing for a post-coronavirus wealth advice world

Advisors and dealers are rethinking their pre-coronavirus routine of serving clients from their offices

  • May 20, 2020 May 20, 2020
  • 10:37

Trust, disclosure and technology

How being transparent with your clients can help build stronger relationships

  • March 20, 2020 March 20, 2020
  • 16:09

The forces of technology: automation and augmentation

Using technology to augment your practice can help strengthen your relationships with clients

  • January 24, 2020 January 24, 2020
  • 16:18

The impact of the new client-focused reforms on your practice

Technology solutions can help advisors meet compliance obligations

  • November 8, 2019 January 22, 2020
  • 16:20
Paul Bourque portrait Inside Track>
Investment Funds

Paul Bourque

Canadian fund investors stay the course

Research shows investors are not susceptible to redemption runs

  • May 13, 2020 May 13, 2020
  • 15:19

Responsible investing: a growing priority for Canadians

Clear, consistent terminology and definitions must be established

  • March 18, 2020 March 18, 2020
  • 17:18

Regulators must clarify approach to outside business activities

Unclear rules could deter registered individuals from actively contributing to their communities

  • January 22, 2020 January 22, 2020
  • 14:51

Canadian investors value advice

Studies show investors are largely satisfied with the advice they receive

  • September 18, 2019 November 10, 2019
  • 16:36
Dustyn Lanz>
Responsible Investing

Dustyn Lanz

usinessman holding binoculars with tie and shirt on cityscape

ESG and Covid-19: Four market trends

Social issues move front and centre as ESG funds prove their mettle

  • April 20, 2020 April 20, 2020
  • 16:53

Why some ESG funds hold oil and gas stocks

There are inclusionary and exclusionary approaches to responsible investing

  • January 31, 2020 March 6, 2020
  • 15:53

Research shows investors value sustainability

Study finds causal evidence that retail investors will move assets into RI funds if it is made easier to do so

  • October 11, 2019 November 16, 2019
  • 15:19

New diversity data coming for responsible investors

Upcoming disclosure requirements will provide a wealth of diversity data that goes beyond gender

  • August 16, 2019 November 16, 2019
  • 15:55
Businessman confused about two direction, between risk or safe vector illustration

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

Eight tips for trading ETFs

Make sure you’re getting the most out of your trades

  • January 7, 2020 January 3, 2020
  • 16:00

Myth: ETFs can “become” the market

Dispelling a misconception that has developed over time

  • December 3, 2019 January 8, 2020
  • 16:00

Could ETFs cause a market crash?

Debunking the myth that ETFs cause market instability

  • September 3, 2019 November 17, 2019
  • 15:00