Latest columns in Inside Track
> Focus on Financial Planning
Keith Costello
Market trends will have a greater influence than new regulatory standards
Financial planners and financial advisors need to understand the market trends affecting financial planning and the evolution of advice
- April 23, 2018 April 20, 2018
- 06:00
Cultural diversity is an opportunity
Financial planners and financial advisors who embrace a cultural diversity strategy will realize growth in their practices
- February 23, 2018 March 21, 2018
- 14:30
Investor behaviour biases are still paramount
Financial planners and financial advisors need to understand the behavioural finance categories that their clients fit into
- January 8, 2018 January 25, 2018
- 06:00
Changes in public policy pose great risk for retirement planning
Financial planners and advisors need to factor in volatile government policy, such as changes to tax policy, when helping clients plan for retirement
- November 6, 2017 November 6, 2017
- 06:30
> Industry Perspectives
Ian Russell
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
Renovating the rulebook must be a top priority for regulators
More attention needs to be paid to enhancing market efficiency by lowering costs and lightening the regulatory burden for registrants
- December 14, 2017 January 21, 2018
- 06:00
Regulators must avoid unintended consequences
As a new survey reveals that investors have trust their advisors, proper steps need to be taken to ensure advisors are allowed to thrive
- October 19, 2017 January 17, 2018
- 06:00
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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
Professional advice in greater need than ever
Financial planners and advisors have the skills to provide real discipline to help clients stay true to their principles in times when panic sets in
- February 2, 2018 March 21, 2018
- 15:31
Shaping the future of financial planning
The global Financial Planning Standards Board is focused on helping financial planners adapt to changing market dynamics and technology
- December 3, 2017 January 17, 2018
- 13:00
Financial planners play key role in improving financial literacy
Financial planners must be able to communicate in a manner that clients can understand, absorb and convert advice into appropriate action
- October 9, 2017 October 9, 2017
- 18:30
> Technology
Anthony Boright
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
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Managing the risks related to social media
Read and follow your firm’s guidelines on social media use and take the necessary steps to protect yourself
- September 20, 2017 March 21, 2018
- 16:20
Why security professionals fell short on ransomware attacks
Although it’s costly to upgrade key IT systems, the costs of not doing so could be much greater
- July 27, 2017 December 15, 2017
- 05:00
Cyberthreats extend beyond money
Hacktivism, ideological insiders and intelligence gathering are key sources of cyberattacks threating financial services firms
- May 25, 2017 December 15, 2017
- 09:30
Cloud computing: Bringing light to security issues
Now is the time to adopt a concerted cloud migration strategy because the security challenges associated with this technology will be on our radar screens…
- March 23, 2017 December 15, 2017
- 06:00
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