Latest columns in Inside Track
Focus on Financial Planning
Tashia Batstone
Tech is a force for transformation, inclusion
Financial planning is changing amid digitization
- September 28, 2021 September 28, 2021
- 15:00
Democratization: The future of financial planning
We need to focus on ensuring all Canadians have access to sound financial advice
- August 3, 2021 August 3, 2021
- 16:00
Toward an inclusive future for all Canadians
Financial planners must embrace the opportunity to think beyond the current communities they serve
- May 21, 2021 May 19, 2021
- 03:00
Industry Perspectives
Ian Russell
The challenge to differentiate wealth services
Advisors can offer a personalized experience through deeper client engagement
- September 15, 2021 September 13, 2021
- 15:00
Expanded cost reporting poses an important and challenging task
The CSA is expected to propose new cost reporting for investors
- July 21, 2021 July 22, 2021
- 16:14
Complex exempt market offerings require more vigorous oversight
Extensive oversight is needed for integrated EMD and IC/PM business models
- May 26, 2021 May 26, 2021
- 17:22
Budget 2021 was a disappointment to the investment industry
Without a detailed fiscal plan, program spending and budget deficits may exceed the current projections
- May 3, 2021 May 3, 2021
- 15:45
Focus on Financial Planning
Cary List
The future has never looked brighter
In his final column, Cary List shares his thoughts on the future of financial planning
- March 26, 2021 March 26, 2021
- 15:00
Financial literacy: taking the long view
The Financial Consumer Agency of Canada’s renewed national strategy for financial literacy can help Canadians focus on the future
- January 29, 2021 January 29, 2021
- 15:00
Toward a grand renewal
Financial planners can play a key role in rebuilding Canadians’ confidence
- November 27, 2020 November 26, 2020
- 15:00
On the cusp of momentous change in Ontario
A new regulatory framework, years in the making, is an opportunity for Ontario to be a model for other provinces
- October 2, 2020 October 2, 2020
- 17:57
Focus on Financial Planning
Keith Costello
Millennials see retirement and financial planning differently than other generations
Financial planners and financial advisors need to understand millennials’ preferences to gain their trust and business
- November 15, 2019 November 16, 2019
- 15:31
Listening is key to conversation
Financial advisors can build deeper connections with clients by using active listening skills
- September 20, 2019 November 16, 2019
- 10:50
Vulnerable clients need special care and due diligence
Financial advisors should be aware of how to identify and engage effectively with vulnerable clients
- August 7, 2019 November 16, 2019
- 17:02
Deciphering Ontario’s Financial Professionals Title Protection Act
Financial planners and advisors should be aware that the act may go beyond title protection
- May 31, 2019 November 16, 2019
- 15:54
Technology
Anthony Boright
Technology will drive harmonization, regulators say
The insurance industry is taking a page from the mutual fund industry, leveraging technology to address mounting disclosure regulations
- January 2, 2018 November 14, 2019
- 10:30
AI is not just another fad
AI is slowly making its way into the wealth-management industry and will ultimately transform financial advisors’ role
- October 29, 2017 November 14, 2019
- 13:00
Is financial services the next music industry?
Blockchain technology may transform financial services just as peer-to-peer file-sharing technology changed the music industry almost 20 years ago
- September 4, 2017 November 14, 2019
- 17:00
Clients want humans, not robots
Far from replacing interaction with real people, technology strengthens the financial advisor’s client service
- July 10, 2017 November 14, 2019
- 05:00
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