Inside Track – Investment Executive https://www.investmentexecutive.com Canada's news source for financial professionals Thu, 25 Apr 2024 19:08:33 +0000 en-US hourly 1 https://wordpress.org/?v=5.9.3 https://www.investmentexecutive.com/wp-content/uploads/sites/3/2018/01/cropped-favicon-1-32x32.png Inside Track – Investment Executive https://www.investmentexecutive.com 32 32 Title protection in Canada must put consumers first https://www.investmentexecutive.com/inside-track_/tashia-batstone/title-protection-in-canada-must-put-consumers-first/ Thu, 25 Apr 2024 20:00:15 +0000 https://www.investmentexecutive.com/?p=484786 Opinion: To provide clarity and protection to the public, the way forward requires transparency

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]]> Communication as the great differentiator https://www.investmentexecutive.com/inside-track_/susan-silma/communication-as-the-great-differentiator/ Wed, 24 Apr 2024 20:00:53 +0000 https://www.investmentexecutive.com/?p=484674 Use these tips to build an approach that engages clients and inspires referrals

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]]> Canada’s investment funds industry can lead in diversity https://www.investmentexecutive.com/inside-track_/canadas-investment-funds-industry-can-lead-in-diversity/ Mon, 22 Apr 2024 20:00:27 +0000 https://www.investmentexecutive.com/?p=484518 The result will be greater creativity and resilience

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]]> Will 2024 be the year of compliance technology? https://www.investmentexecutive.com/inside-track_/david-reeve/will-2024-be-the-year-of-compliance-technology/ Mon, 15 Apr 2024 20:00:25 +0000 https://www.investmentexecutive.com/?p=483743 Several factors, including regulatory enforcement and improved productivity, are driving a surge in adoption

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]]> Ensure your client reports all RRSP contributions https://www.investmentexecutive.com/inside-track_/jamie-golombek/ensure-your-client-reports-all-rrsp-contributions/ Wed, 10 Apr 2024 20:05:34 +0000 https://www.investmentexecutive.com/?p=483475 In one case, failure to report resulted in an overcontribution penalty

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]]> Do your notes pass the sniff test? https://www.investmentexecutive.com/inside-track_/ellen-bessner/do-your-notes-pass-the-sniff-test/ Mon, 08 Apr 2024 19:35:33 +0000 https://www.investmentexecutive.com/?p=483363 Here are three steps to prove suitability

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]]> My secret weapon for better portfolio management https://www.investmentexecutive.com/inside-track_/mary-hagerman/my-secret-weapon-for-better-portfolio-management/ Tue, 12 Mar 2024 17:00:58 +0000 https://www.investmentexecutive.com/?p=481564 Primarily using ETFs has helped one advisor to make better investment decisions, but she attributes some success to a powerful non-financial practice

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]]> Empowering women as clients and as financial planning professionals https://www.investmentexecutive.com/inside-track_/tashia-batstone/empowering-women-as-clients-and-as-financial-planning-professionals/ Mon, 04 Mar 2024 20:00:18 +0000 https://www.investmentexecutive.com/?p=481493 The profession plays a key role through meaningful advice, inclusivity

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]]> Mutual fund and ETF assets grew in 2023 amid investor caution https://www.investmentexecutive.com/inside-track_/andymitchell/mutual-fund-and-etf-assets-grew-in-2023-amid-investor-caution/ Mon, 26 Feb 2024 20:00:58 +0000 https://www.investmentexecutive.com/?p=481044 IFIC’s annual investment funds report provides insights on sales, market effect, investor trends

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]]> As RRSP deadline approaches, a reminder about tax-free growth https://www.investmentexecutive.com/inside-track_/jamie-golombek/as-rrsp-deadline-approaches-a-reminder-about-tax-free-growth/ Wed, 21 Feb 2024 20:00:09 +0000 https://www.investmentexecutive.com/?p=480790 A hypothetical scenario compares dividend investing inside and outside this registered account

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