Latest columns in Inside Track
Investment Funds
Andy Mitchell
Mutual fund and ETF assets grew in 2023 amid investor caution
IFIC’s annual investment funds report provides insights on sales, market effect, investor trends
- February 26, 2024 February 26, 2024
- 15:00
Regulatory issues for fund industry not unique to Canada
Total cost reporting, ESG challenges discussed at IFIC conference
- December 4, 2023 December 4, 2023
- 15:00
Help clients understand fees ahead of total cost reporting
Annual IFIC survey uncovers opportunity to improve investor understanding
- October 6, 2023 October 6, 2023
- 15:00
Championing improved investor outcomes
IFIC outlines current initiatives, from supporting CIRO to surveying investors
- August 28, 2023 August 28, 2023
- 15:00
Compliance CX
Susan Silma
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
Serving women clients: We’re not there yet
Six ideas to fill the service gap and grow your business
- October 11, 2023 October 11, 2023
- 15:00
Harness the power of transparency
Real talk about fees and value is good for business
- August 18, 2023 August 18, 2023
- 15:00
Responsible Investing
Dustyn Lanz
5 actions for fund managers to overcome ESG pain points
Evolving expectations leave some managers struggling
- October 16, 2023 October 16, 2023
- 15:00
Will Canada import America’s anti-ESG campaign?
Opinion: The backlash has limited prospects for four reasons
- July 26, 2023 July 26, 2023
- 15:00
Understanding Canada’s proposed climate finance taxonomy
The goal is to create a common language for the issuance of financial instruments
- April 19, 2023 April 19, 2023
- 16:10
Tidal wave of ESG disclosure rules will trigger flight to quality
Opinion: Investors want leadership in sustainability, and transparency will help them find it
- February 13, 2023 February 13, 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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