Latest columns in Inside Track
Focus on Financial Planning
Cary List
Toward a grand renewal
Financial planners can play a key role in rebuilding Canadians’ confidence
- November 27, 2020 November 26, 2020
- 15:00
On the cusp of momentous change in Ontario
A new regulatory framework, years in the making, is an opportunity for Ontario to be a model for other provinces
- October 2, 2020 October 2, 2020
- 17:57
An encouraging step to improve financial literacy
The implementation of financial self-efficacy skills development in the school system is long overdue
- August 7, 2020 August 7, 2020
- 14:42
Embracing new ways of connecting with clients
As financial planners become comfortable doing business virtually, there could be long-lasting benefits for the industry and Canadians
- June 12, 2020 June 12, 2020
- 16:39
Industry Perspectives
Ian Russell
Helping different generations meet their retirement goals
Continued transformation and innovation is needed to meet the demands of baby boomers and millennials
- November 18, 2020 November 18, 2020
- 16:51
The coming battleground for retail distribution
The recent uptick in small advisory firms reflects several factors affecting the Canadian wealth business
- October 6, 2020 October 6, 2020
- 09:35
More effort needed to achieve task force policy objectives
Overlapping regulatory agendas will require constructive coordination
- September 23, 2020 September 23, 2020
- 16:39
Closing the circle to benefit investors
SRO reform can lead to a better outcome for dealers and their clients
- July 29, 2020 July 16, 2020
- 16:00
Compliance CX
Susan Silma
Value for fees: What investors now expect from their advisors
Changing investor expectations create new opportunities for advisors
- November 4, 2020 November 4, 2020
- 15:58
From crisis to opportunity
How you can provide value for clients in a changing world
- September 9, 2020 September 9, 2020
- 20:16
Are clients ready for what’s next?
How you can help clients be better prepared for the unexpected
- July 15, 2020 July 15, 2020
- 15:54
The future of client relationships post-lockdown
Four positives that may come out of the pandemic
- May 21, 2020 May 21, 2020
- 18:28
Technology
David Reeve
The acute impact of Covid-19 on digital wealth transformation
The pandemic has made digital transformation a top priority
- October 30, 2020 October 30, 2020
- 15:00
Let technology do what no human is capable of
Advisors may have to consider 1 million data points per day when the CFRs come into force
- September 4, 2020 September 8, 2020
- 15:56
A compliance ROI model for client-focused reforms
Effective compliance measures mean you’re less likely to lose clients
- July 10, 2020 July 10, 2020
- 16:21
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
ETFs
Pat Dunwoody
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
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