Latest columns in Inside Track

Ellen Bessner
Advisor at Risk

Ellen Bessner

Set your client-advisor relationships up for success

Teach clients to meet you halfway — here’s how

  • November 14, 2022 November 14, 2022
  • 15:00

Questions to assess the best kept secret about KYC

Advisors must show that clients understood an investment and its risks

  • October 18, 2022 October 18, 2022
  • 15:00

Best kept secret about KYC

Advisors ignore this important know-your-client item to their detriment

  • July 25, 2022 July 20, 2022
  • 15:00

Big fat questions to get clients talking

Fulfil your KYC obligations without infringing on client privacy

  • June 6, 2022 June 6, 2022
  • 15:00
Susan Silma
Compliance CX

Susan Silma

Happy businesswoman handshaking with client closing deal in an office interior with a window in the background

Leverage compliance for a rewarding client-advisor experience

Regulation can help firms and advisors deliver better client outcomes

  • November 9, 2022 November 9, 2022
  • 15:15

Transforming the fee conversation with total cost reporting

TCR is coming for investment and seg funds

  • September 14, 2022 September 14, 2022
  • 15:57

5 ways to better serve aging clients

Support a maturing demographic by adapting to changing needs

  • July 20, 2022 July 20, 2022
  • 15:00

Younger Canadians want to work with advisors, but on their own terms

Use these tips to meet their expectations

  • May 25, 2022 May 25, 2022
  • 15:00
Tashia Batstone
Focus on Financial Planning

Tashia Batstone

advisor client technology

Financial planning and digital transformation: It’s time to act

Realizing technology’s full potential for the profession requires a thoughtful, proactive approach

  • October 31, 2022 October 31, 2022
  • 15:04

Building a financial planning workforce for the future

It’s time to talk about attracting new talent to the profession

  • September 2, 2022 September 2, 2022
  • 15:00

Imagining financial wellness for all Canadians

Diversity, equity and inclusion are essential to enhancing access to financial planning

  • July 11, 2022 July 11, 2022
  • 15:00

A new era of clarity in Ontario

With minimum standards in place for use of “financial planner” in Ontario, it’s time for other provinces to act

  • May 16, 2022 May 16, 2022
  • 15:00
Business people on a rollercoaster

5 things to know about leveraged and inverse-leveraged ETFs

Get the inside scoop, from fund features to volatility and risk

  • September 13, 2022 August 31, 2022
  • 13:00

How ETFs can help you navigate volatility

Volatility is stressful but not novel, and ETFs can work in a jarring investing climate

  • July 12, 2022 June 28, 2022
  • 13:00

Better and more integrated ESG investing standards are progressing

An enhanced Canadian ESG identification framework is advancing on a foundation of international and domestic norms

  • April 14, 2022 April 13, 2022
  • 13:00

Validate your processes and think “win-win” when it comes to applying CFRs

The CFRs are really about formalizing and documenting processes to prove they’re followed

  • November 9, 2021 November 3, 2021
  • 13:00
Photo of Mary Hagerman and Meghan McCarthy

How to answer young investors’ questions about ETFs

If we want to serve our clients’ children, we must be comfortable teaching the basics of investing

  • September 13, 2022 September 1, 2022
  • 13:00

Thematic investing can work for patient investors

Long-term conviction is often required if these strategies are to pay off over time

  • June 7, 2022 June 6, 2022
  • 14:00

ETFs can help RESPs to grow

The funds are versatile enough to bolster both education accounts and post-graduation accounts

  • March 8, 2022 March 8, 2022
  • 13:00

ETFs can help you slow down and simplify

Simple investment options can help clients overcome resistance to working on their finances

  • December 7, 2021 December 3, 2021
  • 14:00