Inside Track | Investment Executive https://www.investmentexecutive.com/inside-track_/ Canada's news source for financial professionals Tue, 16 Dec 2025 14:10:49 +0000 en-US hourly 1 https://wordpress.org/?v=6.9 https://www.investmentexecutive.com/wp-content/uploads/sites/3/2018/01/cropped-favicon-1-32x32.png Inside Track | Investment Executive https://www.investmentexecutive.com/inside-track_/ 32 32 Diversification will matter more than ever in 2026 https://www.investmentexecutive.com/inside-track_/lesley-marks/diversification-will-matter-more-than-ever-in-2026/ Mon, 15 Dec 2025 15:54:53 +0000 https://www.investmentexecutive.com/?p=527739 Beware of shiny objects — with market froth waning, fundamental strength will overtake momentum next year

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]]> 5 tips to improve advisor satisfaction with technology https://www.investmentexecutive.com/inside-track_/susan-silma/5-tips-to-improve-advisor-satisfaction-with-technology/ Mon, 15 Dec 2025 14:08:41 +0000 https://www.investmentexecutive.com/?p=527725 Focus on the end-to-end advisor experience with tools and implement change management best practices

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]]> AI is just getting started https://www.investmentexecutive.com/inside-track_/kevin-press-inside-track_/ai-is-just-getting-started/ Fri, 12 Dec 2025 18:39:13 +0000 https://www.investmentexecutive.com/?p=527530 Never mind the elevated price-to-earnings ratios, a case is being made for a cap-ex powered stock market boom in 2026

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]]> Ben Felix is on Canadian Advisor.cast https://www.investmentexecutive.com/inside-track_/ben-felix-is-on-canadian-advisor-cast/ Fri, 05 Dec 2025 21:38:42 +0000 https://www.investmentexecutive.com/?p=527027 A look back at 2025 — Canadian stocks, AI and not-so-great expectations

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]]> Reframing the big fat questions for young clients https://www.investmentexecutive.com/inside-track_/ellen-bessner/reframing-the-big-fat-questions-for-young-clients/ Tue, 02 Dec 2025 06:54:02 +0000 https://www.investmentexecutive.com/?p=526682 6 conversation-starters that will resonate with Millennials and Gen Z

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]]> Stop picking lucky investment managers https://www.investmentexecutive.com/inside-track_/stop-picking-lucky-investment-managers/ Fri, 28 Nov 2025 21:29:13 +0000 https://www.investmentexecutive.com/?p=526582 Analytics expert Michael Ervolini says there's a better way

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]]> Simon Chan is on Canadian Advisor.cast https://www.investmentexecutive.com/inside-track_/simon-chan-is-on-canadian-advisor-cast/ Fri, 21 Nov 2025 21:12:47 +0000 https://www.investmentexecutive.com/?p=526074 Retirement is evolving, for clients and advisors alike

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]]> Ethics, technology, regulation have shaped today’s financial planning profession https://www.investmentexecutive.com/inside-track_/ethics-technology-regulation-have-shaped-todays-financial-planning-profession/ Wed, 19 Nov 2025 14:26:09 +0000 https://www.investmentexecutive.com/?p=525784 30 years after the launch of what would become FP Canada, the modern profession has learned 5 important lessons

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]]> Private markets, Sweden’s success and more https://www.investmentexecutive.com/inside-track_/andymitchell/private-markets-swedens-success-and-more/ Mon, 17 Nov 2025 06:48:01 +0000 https://www.investmentexecutive.com/?p=525075 Four takeaways from a fireside chat with Ken Bentsen and Urban Funered

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]]> 22 basis points https://www.investmentexecutive.com/inside-track_/22-basis-points/ Fri, 14 Nov 2025 22:15:36 +0000 https://www.investmentexecutive.com/?p=525520 Morningstar Canada reports that investment management fees are down significantly since 2015, and clients are taking notice

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