Tashia Batstone – 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 Tashia Batstone – 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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]]> 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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]]> In a digital landscape, financial planning relationships matter https://www.investmentexecutive.com/inside-track_/tashia-batstone/in-a-digital-landscape-financial-planning-relationships-matter/ Mon, 11 Dec 2023 20:00:24 +0000 https://www.investmentexecutive.com/?p=476764 Make the most of tech while building trust with clients

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]]> How financial planners can ease financial vulnerability https://www.investmentexecutive.com/inside-track_/tashia-batstone/how-financial-planners-can-ease-financial-vulnerability/ Wed, 04 Oct 2023 12:32:38 +0000 https://www.investmentexecutive.com/?p=472533 World Financial Planning Day offers opportunity to consider the profession’s critical role

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]]> Is financial planning ready for a new generation? https://www.investmentexecutive.com/inside-track_/tashia-batstone/is-financial-planning-ready-for-a-new-generation/ Mon, 31 Jul 2023 19:00:38 +0000 https://www.investmentexecutive.com/?p=469387 Professional financial advice is in demand as millennials and gen Z inherit and accumulate wealth

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]]> The promise of a global financial planning profession https://www.investmentexecutive.com/inside-track_/tashia-batstone/the-promise-of-a-global-financial-planning-profession/ Mon, 29 May 2023 19:29:55 +0000 https://www.investmentexecutive.com/?p=466377 Worldwide collaboration strengthens standards and advocacy, and leverages leadership

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]]> Building financial planning skills to build client trust https://www.investmentexecutive.com/inside-track_/tashia-batstone/building-financial-planning-skills-to-build-client-trust/ Mon, 03 Apr 2023 19:00:59 +0000 https://www.investmentexecutive.com/?p=463205 Technical, professional and interpersonal skills are key to help clients achieve financial wellness

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]]> Financial planners are key to building financial resilience https://www.investmentexecutive.com/inside-track_/tashia-batstone/financial-planners-are-key-to-building-financial-resilience/ Mon, 06 Feb 2023 20:00:51 +0000 https://www.investmentexecutive.com/?p=459830 A crucial measure of Canadians’ financial health has weakened, but together we can strengthen it

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]]> Financial planning and digital transformation: It’s time to act https://www.investmentexecutive.com/inside-track_/tashia-batstone/financial-planning-and-digital-transformation-its-time-to-act/ Mon, 31 Oct 2022 19:04:32 +0000 https://www.investmentexecutive.com/?p=454642 Realizing technology’s full potential for the profession requires a thoughtful, proactive approach

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]]> Building a financial planning workforce for the future https://www.investmentexecutive.com/inside-track_/tashia-batstone/building-a-financial-planning-workforce-for-the-future/ Fri, 02 Sep 2022 19:00:55 +0000 https://www.investmentexecutive.com/?p=450682 It’s time to talk about attracting new talent to the profession

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