Latest columns in Inside Track
ETFs
Pat Dunwoody
Are ETFs riskier than mutual funds?
It’s the underlying holdings that are important — not the structure of the investment
- February 4, 2020 February 3, 2020
- 16:00
Eight tips for trading ETFs
Make sure you’re getting the most out of your trades
- January 7, 2020 January 3, 2020
- 16:00
Myth: ETFs can “become” the market
Dispelling a misconception that has developed over time
- December 3, 2019 January 8, 2020
- 16:00
Could ETFs cause a market crash?
Debunking the myth that ETFs cause market instability
- September 3, 2019 November 17, 2019
- 15:00
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
Cybersecurity
Yan Huard
Managing the risks related to social media
Read and follow your firm’s guidelines on social media use and take the necessary steps to protect yourself
- September 20, 2017 November 17, 2019
- 16:20
Why security professionals fell short on ransomware attacks
Although it’s costly to upgrade key IT systems, the costs of not doing so could be much greater
- July 27, 2017 November 17, 2019
- 05:00
Cyberthreats extend beyond money
Hacktivism, ideological insiders and intelligence gathering are key sources of cyberattacks threating financial services firms
- May 25, 2017 November 17, 2019
- 09:30
Cloud computing: Bringing light to security issues
Now is the time to adopt a concerted cloud migration strategy because the security challenges associated with this technology will be on our radar screens…
- March 23, 2017 November 17, 2019
- 06:00
Responsible Investing
Deb Abbey
The need for sustainable business supply chains is growing
Advisors and their clients stand to benefit when corporate leaders focus on building socially and environmentally responsible enterprises
- February 21, 2017 November 17, 2019
- 06:00
Opportunity knocks for investors who want to make an impact
A growing base of investors are looking for investments that contribute measurably to environmental and social sustainability
- October 20, 2016 November 17, 2019
- 05:00
Diversity makes dollars and sense
Corporate boards and executive teams that lack gender and cultural diversity risk missing out on opportunities to generate long-term value
- August 18, 2016 November 17, 2019
- 05:00
Good corporate governance matters
You can play an active role in ensuring company executives and directors are working in the best interests of their shareholders
- June 16, 2016 November 17, 2019
- 05:00
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