Tashia Batstone | Investment Executive https://www.investmentexecutive.com/inside-track_/tashia-batstone/ Canada's news source for financial professionals Wed, 19 Nov 2025 14:26:09 +0000 en-US hourly 1 https://wordpress.org/?v=6.8.3 https://www.investmentexecutive.com/wp-content/uploads/sites/3/2018/01/cropped-favicon-1-32x32.png Tashia Batstone | Investment Executive https://www.investmentexecutive.com/inside-track_/tashia-batstone/ 32 32 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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]]> Reframing careers in financial planning for a new generation https://www.investmentexecutive.com/inside-track_/tashia-batstone/reframing-careers-in-financial-planning-for-a-new-generation/ Thu, 24 Jul 2025 17:32:51 +0000 https://www.investmentexecutive.com/?p=516005 We need to show young talent how rewarding the profession can be

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]]> Coopetition is good for advisors, clients and the industry at large https://www.investmentexecutive.com/inside-track_/tashia-batstone/coopetition-is-good-for-advisors-clients-and-the-industry-at-large/ Wed, 18 Jun 2025 17:30:52 +0000 https://www.investmentexecutive.com/?p=512851 Why financial planners and other financial services professionals work better together

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]]> To connect with financial planning clients, building trust is essential https://www.investmentexecutive.com/inside-track_/tashia-batstone/to-connect-with-financial-planning-clients-building-trust-is-essential/ Tue, 01 Apr 2025 17:44:10 +0000 https://www.investmentexecutive.com/?p=506050 Planner-client relationships thrive on communication and confidence

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]]> Professional standards matter more than ever https://www.investmentexecutive.com/inside-track_/tashia-batstone/professional-standards-matter-more-than-ever/ Tue, 11 Feb 2025 11:59:14 +0000 https://www.investmentexecutive.com/?p=502145 We must continue to ensure the integrity of the profession, and strengthen Canadians’ trust in it

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]]> Breaking down barriers to financial planning access https://www.investmentexecutive.com/inside-track_/tashia-batstone/breaking-down-barriers-to-financial-planning-access/ Mon, 09 Dec 2024 21:00:33 +0000 https://www.investmentexecutive.com/?p=498182 Professional planners have a vital role to play in helping underserved Canadians

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]]> A time of transition for the financial planning profession https://www.investmentexecutive.com/inside-track_/tashia-batstone/a-time-of-transition-for-the-financial-planning-profession/ Fri, 11 Oct 2024 20:27:27 +0000 https://www.investmentexecutive.com/?p=494731 Financial planners continue to adapt to a whirlwind of new developments in recent years

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]]> To deliver value, financial planners must move beyond tech assumptions https://www.investmentexecutive.com/inside-track_/tashia-batstone/to-deliver-value-financial-planners-must-move-beyond-tech-assumptions/ Mon, 19 Aug 2024 20:00:35 +0000 https://www.investmentexecutive.com/?p=491323 It’s time to dig deeper to understand how Canadians want to receive financial planning advice

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]]> Canadians must be educated about financial planning qualifications https://www.investmentexecutive.com/inside-track_/tashia-batstone/canadians-must-be-educated-about-financial-planning-qualifications/ Mon, 24 Jun 2024 20:00:54 +0000 https://www.investmentexecutive.com/?p=488343 Understanding the skills and competencies to look for in a financial planner empowers the public

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]]> U.S. Supreme Court upholds a tax on foreign income https://www.investmentexecutive.com/news/from-the-regulators/u-s-supreme-court-upholds-a-tax-on-foreign-income/ Thu, 20 Jun 2024 16:24:41 +0000 https://www.investmentexecutive.com/?p=488124 Justices left in place provision of 2017 tax law expected to generate $340 billion, mainly from foreign subsidiaries of domestic corporations

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