Latest columns in Inside Track

>

Industry Perspectives

Ian Russell

All columns

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 March 14, 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 March 14, 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 March 14, 2019
• 06:00

Dealers may narrow offerings in response to regulatory proposals

Many independent firms may restructure or retool their wealth-management operations to mitigate the negative impacts of the client-focused reforms

• August 16, 2018 March 14, 2019
• 06:00

>

Focus on Financial Planning

Keith Costello

All columns

Harmonization is the key to reducing regulatory load

Multiple rules and regimes mean increased costs for advisors, planners and clients

• February 11, 2019 March 14, 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 March 14, 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 March 14, 2019
• 06:00

A winning strategy for clients’ retirement plans

Investing in elite businesses that pay steady and rising dividends has proven to be a strategy that works

• August 13, 2018 March 14, 2019
• 06:00

>

Technology

David Reeve

All columns

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 March 14, 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 March 14, 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 March 14, 2019
• 06:00

Turning compliance disclosure into a win/win

Compliance disclosure can be confusing to all parties, but there is an opportunity for advisors to provide “pain relief” and stand above their peers

• August 20, 2018 March 14, 2019
• 06:20

>

ETFs

Mary Hagerman

All columns

Constructing ETF portfolios

The amount of time and effort put into deciding the benchmark for each portfolio you build is critical

• February 4, 2019 March 19, 2019
• 06:00

Making the paradigm shift to ETFs

One advisor shares her journey on making the switch to a fee-based practice focused on providing client portfolios of ETFs

• November 8, 2018 March 19, 2019
• 06:15

>

Compliance CX

Susan Silma

All columns

Improve client engagement with technology

Advisors could use technology to make necessary processes less cumbersome and more understandable for clients

• January 24, 2019 March 14, 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 March 14, 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 March 14, 2019
• 06:00

CSA’s proposed reforms could have major implications

There are key steps advisors can take now to be ahead of the game and deliver better outcomes for clients

• July 26, 2018 March 14, 2019
• 06:00