Latest columns in Inside Track
Compliance CX
Susan Silma
Communication as the great differentiator
Use these tips to build an approach that engages clients and inspires referrals
- April 24, 2024 April 24, 2024
- 16:00
Annual statements: An unparalleled client engagement opportunity
It’s time to think differently about client communications and disclosure documents
- February 7, 2024 February 7, 2024
- 15:00
Your role in financial literacy
Ideas for advisors and firms to address the challenge
- December 6, 2023 December 6, 2023
- 15:00
ETFs
Mary Hagerman
Why holding index funds within a life insurance policy can be tax-efficient
Permanent insurance also has a host of other tax benefits
- June 11, 2024 June 6, 2024
- 13:00
My secret weapon for better portfolio management
Primarily using ETFs has helped one advisor to make better investment decisions, but she attributes some success to a powerful non-financial practice
- March 12, 2024 March 13, 2024
- 13:00
Reasons to be cautious when investing in AI
Opinion: Artificial intelligence represents a huge opportunity but must be approached carefully
- December 12, 2023 November 27, 2023
- 13:00
Real estate investing vs. equities investing: which is better?
Opinion: The answer comes down to diversification and liquidity factors
- August 17, 2023 August 17, 2023
- 14:58
Technology
David Reeve
Leverage pre-trade compliance to drive value
New regulations come with cost but also opportunity
- June 10, 2024 June 10, 2024
- 15:58
Will 2024 be the year of compliance technology?
Several factors, including regulatory enforcement and improved productivity, are driving a surge in adoption
- April 15, 2024 April 15, 2024
- 16:00
AI has arrived in wealth management
Opportunities and challenges must be weighed
- November 15, 2023 November 15, 2023
- 15:00
Leverage compliance tech to grow your business
Tech-assisted recommendations can improve client outcomes
- September 25, 2023 September 25, 2023
- 15:00
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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