8 ways to wow your clients in 2025
Exceed their expectations with high-quality meetings, proactive communication and more
- By: Susan Silma
- February 4, 2025 February 4, 2025
- 09:06
Top Stories in Inside Track
Alternative investments offer diversification and more
They’re not right for all clients though, and not all advisors either
- By: Nimar Bangash
- January 31, 2025 January 31, 2025
- 08:12
In the advice industry, it’s all about technology
Make the most of tech with these tips for advisors, firms and providers
- By: Susan Silma
- December 10, 2024 December 10, 2024
- 16:00
ETF outlook for 2025 and beyond
Continued growth and innovation are expected
- By: Mary Hagerman
- December 10, 2024 December 10, 2024
- 13:00
Breaking down barriers to financial planning access
Professional planners have a vital role to play in helping underserved Canadians
- By: Tashia Batstone
- December 9, 2024 December 9, 2024
- 16:00
Global perspectives and trends shaping the investment funds industry
IFIC panel discusses ESG disclosures, fund sales and international collaboration
- By: Andy Mitchell
- December 2, 2024 December 2, 2024
- 16:00
Intergenerational wealth transfer can be captured with tech
Engage younger investors on their terms
- By: David Reeve
- November 27, 2024 November 22, 2024
- 16:00
Breaking up doesn’t have to be hard to do
Three steps to reduce the risk and pain of advisor partnership breakups
- By: Ellen Bessner
- November 22, 2024 April 10, 2025
- 16:00
Breaking up is hard to do, Part 1
Risks when partnering with other financial advisors
- By: Ellen Bessner
- November 11, 2024 April 10, 2025
- 16:22
CRA confirms its approach to interest deductibility
Agency provides examples of when income-earning purpose is met
- By: Jamie Golombek
- November 6, 2024 November 6, 2024
- 16:00
The new retirement requires a new approach
It’s time to think differently about retired clients
- By: Susan Silma
- October 16, 2024 October 16, 2024
- 16:09
A time of transition for the financial planning profession
Financial planners continue to adapt to a whirlwind of new developments in recent years
- By: Tashia Batstone
- October 11, 2024 October 11, 2024
- 16:27
Investment funds industry bucks Canada’s low-productivity trend
Conference Board of Canada report details industry’s economic impact
- By: Andy Mitchell
- October 7, 2024 April 10, 2025
- 20:39
The CSA must act on critical reforms
Two key issues — the best-interests standard and reform of mutual fund fees — require timely and effective action
- By: Ermanno Pascutto
- March 2, 2014 November 10, 2019
- 16:31
Treat shareholders fairly when venture issuers raise capital
FAIR Canada supports exemptions that have the key features of rights offerings or private placements in compliance with the TSXV’s private placement rules
- By: Ermanno Pascutto
- February 3, 2014 November 10, 2019
- 06:15
Reform of accredited investor exemption is needed
Current regulations assume that an investor’s wealth is a proxy for sophistication. This has to change
- By: Ermanno Pascutto
- January 6, 2014 November 10, 2019
- 06:30
Fund administrator: Understanding this essential support role
Services include addressing investor requirements and mitigating compliance risk
- By: The Canadian Derivatives Institute
- December 3, 2021 December 3, 2021
- 15:00
Hedging against climate risks using weather derivatives
Alain Brisebois of CWP Energy discusses these often-misunderstood products
- By: The Canadian Derivatives Institute
- September 10, 2021 September 10, 2021
- 16:27
The future of ETFs
Erika Toth of BMO Global Asset Management shares her thoughts on the ETF landscape
- By: The Canadian Derivatives Institute
- June 4, 2021 June 8, 2021
- 15:30
Private markets, Sweden’s success and more
Four takeaways from a fireside chat with Ken Bentsen and Urban Funered
- By: Andy Mitchell
- November 17, 2025 November 17, 2025
- 01:48
Private savings are key to improving Canada’s retirement income system
SIMA’s three-step plan tackles RRIF rules, investment management fee taxation and more
- By: Andy Mitchell
- September 9, 2025 September 10, 2025
- 09:41
Older Canadians need flexibility to prosper in retirement
Government policies must align with economic realities and demographic trends
- By: Andy Mitchell
- February 14, 2025 February 14, 2025
- 09:11
Supercharge your practice with growthtech
Client-facing technology plays a vital role in achieving organic growth
- By: David Reeve
- February 17, 2025 February 14, 2025
- 05:49
Addressing internal challenges to wealth firms’ growth
Advisor time constraints, attrition are controllable factors
- By: David Reeve
- October 2, 2024 October 2, 2024
- 15:04
Capturing the mass affluent wealth segment
This growth opportunity requires freeing advisors from time constraints and meeting demand for hybrid advice
- By: David Reeve
- July 29, 2024 July 29, 2024
- 16:00
U.S. stocks are priced to disappoint
Expect low- to mid-single-digit returns long term, and there are storm clouds on the horizon
- By: Michael Nairne
- October 14, 2025 October 14, 2025
- 10:09
Evergreen private investments offer flexibility, with limitations
The differences between evergreen and traditional private investment funds, and the importance of due diligence
- By: Michael Nairne
- July 11, 2025 July 11, 2025
- 10:25
Reducing regulatory burden: An ongoing priority
Regulatory efficiency saves costs and ultimately benefits investors
- By: Paul Bourque
- January 25, 2023 January 25, 2023
- 15:00
Financial advice and the resilient investor
Advisors play an important role in enhancing resiliency
- By: Paul Bourque
- November 23, 2022 November 23, 2022
- 15:00
Investment funds and the move to T+1
The best solution to the complex transition may be flexibility
- By: Paul Bourque
- September 12, 2022 September 12, 2022
- 15:00
Protecting clients in a new era of financial fraud
As financial fraud grows more sophisticated and pervasive, the role of professional financial planners has never been more critical
- By: Tashia Batstone
- April 15, 2026 April 15, 2026
- 12:37
Ethics, technology, regulation have shaped today’s financial planning profession
30 years after the launch of what would become FP Canada, the modern profession has learned 5 important lessons
- By: Tashia Batstone
- November 19, 2025 November 19, 2025
- 09:26
Reframing careers in financial planning for a new generation
We need to show young talent how rewarding the profession can be
- By: Tashia Batstone
- July 24, 2025 July 24, 2025
- 13:32
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
- By: Anthony Boright
- 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
- By: Anthony Boright
- 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
- By: Anthony Boright
- September 4, 2017 November 14, 2019
- 17:00
Total cost reporting — are we overreacting or underreacting?
How firms should prepare for the next phase of fee transparency
- By: Susan Silma
- April 7, 2026 April 7, 2026
- 11:09
Client experience is a team sport
To win, make sure every member of your team is dedicated to delivering an exceptional experience to all clients
- By: Susan Silma
- February 18, 2026 February 18, 2026
- 15:35
5 tips to improve advisor satisfaction with technology
Focus on the end-to-end advisor experience with tools and implement change management best practices
- By: Susan Silma
- December 15, 2025 December 15, 2025
- 09:08
Celebrating 10 years of ETF-based portfolio returns
Why one portfolio manager believes ETFs have revolutionized the investment landscape
- By: Mary Hagerman
- September 10, 2024 September 16, 2024
- 13:00
Why holding index funds within a life insurance policy can be tax-efficient
Permanent insurance also has a host of other tax benefits
- By: Mary Hagerman
- June 11, 2024 June 6, 2024
- 13:00
My secret weapon for better portfolio management
Primarily using ETFs has helped one advisor to make better investment decisions, but she attributes some success to a powerful non-financial practice
- By: Mary Hagerman
- March 12, 2024 March 13, 2024
- 13:00
Opinion: Tax reform needed to lift gloom in corporate sector
Federal budget did little to invigorate sluggish investment spending
- By: Ian Russell
- April 4, 2023 April 4, 2023
- 15:00
Does growth in self-managed accounts defy need for advice?
Tech, profound shocks have changed investor behaviour
- By: Ian Russell
- January 16, 2023 January 16, 2023
- 15:00
Creating policy to improve business spending, productivity
A new approach is needed to replace failed government programs
- By: Ian Russell
- November 21, 2022 November 21, 2022
- 15:00
The future has never looked brighter
In his final column, Cary List shares his thoughts on the future of financial planning
- By: Cary List
- 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
- By: Cary List
- January 29, 2021 January 29, 2021
- 15:00
Toward a grand renewal
Financial planners can play a key role in rebuilding Canadians’ confidence
- By: Cary List
- November 27, 2020 November 26, 2020
- 15:00
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
- By: Yan Huard
- 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
- By: Yan Huard
- 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
- By: Yan Huard
- May 25, 2017 November 17, 2019
- 09:30
Reshaping the value narrative for total cost reporting
Five messages that turn transparency into a competitive advantage
- By: Robert Wilson
- October 20, 2025 October 20, 2025
- 12:57
Applying a risk-budgeting framework
How to construct and reallocate portfolios through a risk-first lens
- By: Robert Wilson
- June 12, 2025 June 11, 2025
- 01:17
The total portfolio
Correlated markets demand a new best practice in portfolio construction: 40/30/30
- By: Robert Wilson
- March 5, 2025 March 5, 2025
- 15:46
The return of geopolitics
If oil supply hasn’t returned to normal by mid-year, higher inflation and slowing global growth could become the dominant themes of 2026
- By: Steve Locke
- March 24, 2026 March 24, 2026
- 10:27
U.S. market outlook: Embracing the certainty of uncertainty
Recession is unlikely, but valuations are high — a neutral equity-bond asset mix and increased diversification are recommended
- By: Steve Locke
- October 10, 2025 October 10, 2025
- 13:57
Advisors can help investors navigate U.S. economic uncertainty
President Trump’s America First policies represent a ground shift, but it’s never a good idea to chase headlines
- By: Steve Locke
- March 10, 2025 November 12, 2025
- 14:21
Another reminder to help clients understand their TFSA room
Taxpayer penalized for overcontribution after relying on My Account information
- By: Jamie Golombek
- July 25, 2024 July 25, 2024
- 16:00
Considering capital gains post–June 25
Advisors should speak to clients annually about crystallization
- By: Jamie Golombek
- June 25, 2024 June 25, 2024
- 16:00
Ensure your client reports all RRSP contributions
In one case, failure to report resulted in an overcontribution penalty
- By: Jamie Golombek
- April 10, 2024 April 10, 2024
- 16:05
Same office, new sign
Canada's banks were told to stop calling their internal complaint office an ombudsman — they changed the sign but kept the office
- By: Harvey Naglie
- April 14, 2026 April 14, 2026
- 09:31
Who is watching the non-bank lending market?
Goeasy held a $5.51-billion loan portfolio at the end of 2025 — entirely outside the federal consumer protection framework that governs chartered banks
- By: Harvey Naglie
- April 7, 2026 April 6, 2026
- 01:26
Protecting Ontario, neglecting its consumers
Ontario has one of North America’s great financial centres — its new budget puts that foundation at risk
- By: Harvey Naglie
- March 31, 2026 March 31, 2026
- 10:32
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
- By: Keith Costello
- 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
- By: Keith Costello
- 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
- By: Keith Costello
- August 7, 2019 November 16, 2019
- 17:02
Ontario courts throw open the doors for global securities class actions
Capital markets are increasingly global — so are Canadian securities class actions
- By: Matthew Taylor
- January 20, 2026 January 20, 2026
- 10:04
Court of Appeal reins in OSC’s sweeping document demand against Binance
OSC document request set aside for being “unreasonable” and contrary to Charter of Rights and Freedoms
- By: Matthew Taylor
- November 11, 2025 November 10, 2025
- 01:19
Finfluencer faces minor penalties, no disgorgement order
The ASC has sanctioned James Domenic Floreani, its first full proceeding against a finfluencer
- By: Matthew Taylor
- October 10, 2025 October 10, 2025
- 11:24
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
- By: Deb Abbey
- 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
- By: Deb Abbey
- 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
- By: Deb Abbey
- August 18, 2016 November 17, 2019
- 05:00
Be bold, regulators
Those still timorous and uncertain about introducing a best interest duty have a duty, themselves, to become decisive
- By: Neil Gross
- October 31, 2016 November 10, 2019
- 05:00
Non-GAAP metrics: investors’ little helpers or harmful nonsense?
Every company can calculate non-GAAP metrics however they want, so there’s real risk of investors and markets being misled
- By: Neil Gross
- October 3, 2016 November 10, 2019
- 05:00
Class dismissed
Overcautious courts are erecting barriers to securities class actions, even though these lawsuits are essential for maintaining the integrity and fairness of our capital markets
- By: Neil Gross
- September 6, 2016 November 10, 2019
- 09:00
A cautiously optimistic Canada still needs CUSMA
A year after Liberation Day, global trade has proven resilient as the U.S. keeps on importing
- By: Kevin Press
- April 10, 2026 April 10, 2026
- 15:46
FP Canada reviewing QAFP designation
The association is lobbying for a financial planning tax credit — it needs more QAFPs to deliver
- April 2, 2026 April 2, 2026
- 16:00
Spaghetti at the wall
The number of ETFs available in Canada has grown twice as fast as the mutual fund industry — faster than advisors can keep up
- By: Kevin Press
- March 27, 2026 March 30, 2026
- 15:16
Investor stewardship and proxy voting: A new era of transparency
Public database of proxy voting records aims to better align asset managers and owners
- By: Dustyn Lanz
- July 22, 2024 February 19, 2025
- 16:00
5 actions for fund managers to overcome ESG pain points
Evolving expectations leave some managers struggling
- By: Dustyn Lanz
- October 16, 2023 October 16, 2023
- 15:00
Will Canada import America’s anti-ESG campaign?
Opinion: The backlash has limited prospects for four reasons
- By: Dustyn Lanz
- July 26, 2023 July 26, 2023
- 15:00
5 things to know about leveraged and inverse-leveraged ETFs
Get the inside scoop, from fund features to volatility and risk
- By: Pat Dunwoody
- September 13, 2022 August 31, 2022
- 13:00
How ETFs can help you navigate volatility
Volatility is stressful but not novel, and ETFs can work in a jarring investing climate
- By: Pat Dunwoody
- July 12, 2022 June 28, 2022
- 13:00
Better and more integrated ESG investing standards are progressing
An enhanced Canadian ESG identification framework is advancing on a foundation of international and domestic norms
- By: Pat Dunwoody
- April 14, 2022 April 13, 2022
- 13:00
Sustainability or ESG?
Identify companies that understand the difference
- By: Shilpa Tiwari
- June 29, 2022 June 28, 2022
- 13:00
Social purpose: A business imperative
Help clients identify companies with meaningful purpose
- By: Shilpa Tiwari
- October 26, 2021 October 26, 2021
- 15:00
ESG reporting: A means to progress…or a means to an end?
The increase in ESG reporting hasn’t been accompanied by improvements to society and the environment
- By: Shilpa Tiwari
- July 27, 2021 July 27, 2021
- 16:00
The illustration standard we promised in 1996
The CLHIA got the principles right nearly 30 years ago. The main thing got lost — the diversified portfolio approach is how we get it…
- By: Jeff Cait
- April 14, 2026 April 14, 2026
- 10:18
The in-force servicing gap is a design problem
Here is what it costs consumers — and what a practice standard could look like
- By: Jeff Cait
- April 7, 2026 April 10, 2026
- 10:05
The math of life insurance pt. 2
Thinking about life insurance as a portfolio of products, and three client service best practices
- By: Jeff Cait
- March 24, 2026 March 24, 2026
- 01:13
Beware of AI’s legal pitfalls
Privacy, enterprise solutions and the danger of automatic transcripts
- By: Ellen Bessner
- March 3, 2026 March 4, 2026
- 15:32
Reframing the big fat questions for young clients
6 conversation-starters that will resonate with Millennials and Gen Z
- By: Ellen Bessner
- December 2, 2025 December 4, 2025
- 01:54
When a client-advisor relationship gets too close
How to know if a client relationship poses a potential conflict and what to do about it
- By: Ellen Bessner
- October 10, 2025 December 4, 2025
- 13:42
Diversification will matter more than ever in 2026
Beware of shiny objects — with market froth waning, fundamental strength will overtake momentum next year
- By: Lesley Marks
- December 15, 2025 December 16, 2025
- 10:54
Mid-year market pulse: Navigating 2025 amid uncertainty
Markets cling to optimism as geopolitical and economic uncertainty test the limits of investor faith
- By: Lesley Marks
- June 23, 2025 June 23, 2025
- 16:24