Latest columns in Inside Track
> Responsible Investing
Dustyn Lanz
Gender lens investing
Men hold the vast majority of board seats and CEO positions in Canada. Gender lens investing aims to close the gap.
- April 26, 2019 May 2, 2019
- 16:00
Impact investing goes public
Growing awareness of social and environmental problems has laid the foundation for impact investing
- March 1, 2019 May 2, 2019
- 16:00
Retail investors join institutions on climate concerns
Ignoring the financial risks related to climate change no longer is a viable option for investment professionals
- January 7, 2019 May 2, 2019
- 06:00
A tipping point for responsible investing
Responsible investing now accounts for a majority of assets under management in Canada
- November 5, 2018 May 2, 2019
- 09:00
> Focus on Financial Planning
Keith Costello
Helping clients avoid market groupthink
Long-term investment portfolio values and retirement goals can suffer when your clients follow market irrationality
- April 23, 2019 May 15, 2019
- 15:43
Harmonization is the key to reducing regulatory load
Multiple rules and regimes mean increased costs for advisors, planners and clients
- February 11, 2019 May 15, 2019
- 06:00
Traditional retirement planning may not meet Canadians’ needs
Financial planners and financial advisors need to re-evaluate retirement planning processes to ensure they resonate with their clients
- December 3, 2018 May 15, 2019
- 05:30
Entrepreneurs need help with their retirement planning
Financial planners and financial advisors need to understand these individuals’ retirement challenges to gain them as clients
- October 9, 2018 May 15, 2019
- 06:00
> Industry Perspectives
Ian Russell
The OSC Burden Reduction Task Force can make a difference to clients
Lower compliance costs will allow advisors to better serve smaller investors
- April 16, 2019 May 20, 2019
- 17:09
Investors can benefit from regulatory streamlining
Clients have demanded an integrated platform of products and services driven by their desire for convenient, one-stop shopping
- February 14, 2019 May 20, 2019
- 06:00
FSRA will have many benefits
Ontario’s new insurance regulator will raise the standards of transparency and conduct not only in the province, but nationally
- December 14, 2018 May 20, 2019
- 06:30
Now is the time to focus on advisor productivity
Taking this approach can help arrest erosion in operating margins in the wealth-management business and be of benefit to clients
- October 18, 2018 May 20, 2019
- 06:00
> Technology
David Reeve
How to increase digital adoption for client wealth reporting
Three key steps to improve investor engagement and advisor success
- April 5, 2019 April 27, 2019
- 13:48
Technology can ease the regulatory burden
Advisors and dealers are looking for strategies to remain compliant while managing costs and improving client satisfaction
- February 7, 2019 April 27, 2019
- 07:00
Get ahead on the client-focused reforms
Advisors could begin to use technology now to stay onside of the CSA’s proposed client-focused reforms when they take effect
- December 10, 2018 April 27, 2019
- 06:00
Gain an edge by embracing technology
Not only does adopting digital tools lead to happier clients, it also results in greater profitability and success for advisors
- October 15, 2018 April 27, 2019
- 06:00
> Compliance CX
Susan Silma
Focus on people, not just products
Increase engagement by focusing on your client’s goals rather than only the details of their investments
- March 20, 2019 April 8, 2019
- 15:50
Improve client engagement with technology
Advisors could use technology to make necessary processes less cumbersome and more understandable for clients
- January 24, 2019 April 8, 2019
- 06:00
Do the right thing for your clients
Advisors should use the proposed client-focused reforms as an opportunity to strengthen relationships with clients
- November 22, 2018 April 8, 2019
- 06:00
Help your clients make better decisions
Behavioural economics provides a framework for advisors to help direct clients to make decisions consistent with their long-term goals
- September 27, 2018 April 8, 2019
- 06:00
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