Latest columns in Inside Track
Advisor at Risk
Ellen Bessner
Breaking up doesn’t have to be hard to do
Three steps to reduce the risk and pain of advisor partnership breakups
- November 22, 2024 November 22, 2024
- 16:00
Breaking up is hard to do, Part 1
Risks when partnering with other financial advisors
- November 11, 2024 November 24, 2024
- 16:22
Don’t go down with your client’s ship
Use these three steps to deal with clients who insist on unsuitable investments
- September 30, 2024 September 30, 2024
- 16:00
No note-taking requirements in CFRs? Think again!
The rules are in code. Here’s how to crack the code
- July 26, 2024 July 26, 2024
- 16:00
Tax Matters
Jamie Golombek
CRA confirms its approach to interest deductibility
Agency provides examples of when income-earning purpose is met
- November 6, 2024 November 6, 2024
- 16:00
Another reminder to help clients understand their TFSA room
Taxpayer penalized for overcontribution after relying on My Account information
- July 25, 2024 July 25, 2024
- 16:00
Considering capital gains post–June 25
Advisors should speak to clients annually about crystallization
- June 25, 2024 June 25, 2024
- 16:00
Ensure your client reports all RRSP contributions
In one case, failure to report resulted in an overcontribution penalty
- April 10, 2024 April 10, 2024
- 16:05
Responsible Investing
Dustyn Lanz
Investor stewardship and proxy voting: A new era of transparency
Public database of proxy voting records aims to better align asset managers and owners
- July 22, 2024 July 22, 2024
- 16:00
5 actions for fund managers to overcome ESG pain points
Evolving expectations leave some managers struggling
- October 16, 2023 October 16, 2023
- 15:00
Will Canada import America’s anti-ESG campaign?
Opinion: The backlash has limited prospects for four reasons
- July 26, 2023 July 26, 2023
- 15:00
Understanding Canada’s proposed climate finance taxonomy
The goal is to create a common language for the issuance of financial instruments
- April 19, 2023 April 19, 2023
- 16:10
Industry Perspectives
Ian Russell
Opinion: Tax reform needed to lift gloom in corporate sector
Federal budget did little to invigorate sluggish investment spending
- April 4, 2023 April 4, 2023
- 15:00
Does growth in self-managed accounts defy need for advice?
Tech, profound shocks have changed investor behaviour
- January 16, 2023 January 16, 2023
- 15:00
Creating policy to improve business spending, productivity
A new approach is needed to replace failed government programs
- November 21, 2022 November 21, 2022
- 15:00
For fair and balanced regulation, displace expert committees
Regulators require internal compliance expertise
- September 26, 2022 September 26, 2022
- 15:00
Investment Funds
Paul Bourque
Reducing regulatory burden: An ongoing priority
Regulatory efficiency saves costs and ultimately benefits investors
- January 25, 2023 January 25, 2023
- 15:00
Financial advice and the resilient investor
Advisors play an important role in enhancing resiliency
- November 23, 2022 November 23, 2022
- 15:00
Investment funds and the move to T+1
The best solution to the complex transition may be flexibility
- September 12, 2022 September 12, 2022
- 15:00
Successful rule implementation requires industry collaboration
The delivery of policy shouldn’t be a last step
- July 18, 2022 July 18, 2022
- 15:00
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