Inside Track | Investment Executive https://www.investmentexecutive.com/inside-track_/ Canada's news source for financial professionals Tue, 14 Apr 2026 14:26:31 +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 The illustration standard we promised in 1996 https://www.investmentexecutive.com/inside-track_/the-illustration-standard-we-promised-in-1996/ Tue, 14 Apr 2026 14:18:07 +0000 https://www.investmentexecutive.com/?p=536236 The CLHIA got the principles right nearly 30 years ago. The main thing got lost — the diversified portfolio approach is how we get it back

The post The illustration standard we promised in 1996 appeared first on Investment Executive.

]]>
Same office, new sign https://www.investmentexecutive.com/inside-track_/same-office-new-sign/ Tue, 14 Apr 2026 13:31:11 +0000 https://www.investmentexecutive.com/?p=536228 Canada's banks were told to stop calling their internal complaint office an ombudsman — they changed the sign but kept the office

The post Same office, new sign appeared first on Investment Executive.

]]>
A cautiously optimistic Canada still needs CUSMA https://www.investmentexecutive.com/inside-track_/a-cautiously-optimistic-canada-still-needs-cusma/ Fri, 10 Apr 2026 19:46:54 +0000 https://www.investmentexecutive.com/?p=536032 A year after Liberation Day, global trade has proven resilient as the U.S. keeps on importing

The post A cautiously optimistic Canada still needs CUSMA appeared first on Investment Executive.

]]>
Total cost reporting — are we overreacting or underreacting? https://www.investmentexecutive.com/inside-track_/susan-silma/total-cost-reporting-we-overreacting-or-underreacting/ Tue, 07 Apr 2026 15:09:05 +0000 https://www.investmentexecutive.com/?p=535647 How firms should prepare for the next phase of fee transparency

The post Total cost reporting — are we overreacting or underreacting? appeared first on Investment Executive.

]]>
The in-force servicing gap is a design problem https://www.investmentexecutive.com/inside-track_/jeff-cait/the-in-force-servicing-gap-is-a-design-problem/ Tue, 07 Apr 2026 14:05:01 +0000 https://www.investmentexecutive.com/?p=535630 Here is what it costs consumers — and what a practice standard could look like

The post The in-force servicing gap is a design problem appeared first on Investment Executive.

]]>
Who is watching the non-bank lending market? https://www.investmentexecutive.com/inside-track_/naglie/draft-who-is-watching-the-non-bank-lending-market/ Tue, 07 Apr 2026 05:26:42 +0000 https://www.investmentexecutive.com/?p=535616 Goeasy held a $5.51-billion loan portfolio at the end of 2025 — entirely outside the federal consumer protection framework that governs chartered banks

The post Who is watching the non-bank lending market? appeared first on Investment Executive.

]]>
FP Canada reviewing QAFP designation https://www.investmentexecutive.com/inside-track_/kevin-press-inside-track_/fp-canada-reviewing-qafp-designation/ Thu, 02 Apr 2026 20:00:41 +0000 https://www.investmentexecutive.com/?p=535486 The association is lobbying for a financial planning tax credit — it needs more QAFPs to deliver

The post FP Canada reviewing QAFP designation appeared first on Investment Executive.

]]>
Protecting Ontario, neglecting its consumers https://www.investmentexecutive.com/inside-track_/protecting-ontario-neglecting-its-consumers/ Tue, 31 Mar 2026 14:32:49 +0000 https://www.investmentexecutive.com/?p=535242 Ontario has one of North America’s great financial centres — its new budget puts that foundation at risk

The post Protecting Ontario, neglecting its consumers appeared first on Investment Executive.

]]>
Spaghetti at the wall https://www.investmentexecutive.com/uncategorized/spaghetti-at-the-wall/ Fri, 27 Mar 2026 19:16:09 +0000 https://www.investmentexecutive.com/?p=534992 The number of ETFs available in Canada has grown twice as fast as the mutual fund industry — faster than advisors can keep up

The post Spaghetti at the wall appeared first on Investment Executive.

]]>
The return of geopolitics https://www.investmentexecutive.com/inside-track_/the-return-of-geopolitics/ Tue, 24 Mar 2026 14:27:42 +0000 https://www.investmentexecutive.com/?p=534606 If oil supply hasn’t returned to normal by mid-year, higher inflation and slowing global growth could become the dominant themes of 2026

The post The return of geopolitics appeared first on Investment Executive.

]]>