Latest columns in Inside Track
Industry
Kevin Press
‘We’ll get by this’: IG Wealth boss
Company president and CEO Damon Murchison says Trump's trade war is an opportunity for Canada
- April 4, 2025 April 4, 2025
- 15:54
Focus on Financial Planning
Tashia Batstone
To connect with financial planning clients, building trust is essential
Planner-client relationships thrive on communication and confidence
- April 1, 2025 April 1, 2025
- 13:44
Professional standards matter more than ever
We must continue to ensure the integrity of the profession, and strengthen Canadians’ trust in it
- February 11, 2025 February 10, 2025
- 06:59
Breaking down barriers to financial planning access
Professional planners have a vital role to play in helping underserved Canadians
- December 9, 2024 December 9, 2024
- 16:00
A time of transition for the financial planning profession
Financial planners continue to adapt to a whirlwind of new developments in recent years
- October 11, 2024 October 11, 2024
- 16:27
Compliance CX
Susan Silma
The power of proactive communication to reassure clients
In turbulent times, people need to hear from their advisors
- March 31, 2025 March 31, 2025
- 08:59
8 ways to wow your clients in 2025
Exceed their expectations with high-quality meetings, proactive communication and more
- February 4, 2025 February 4, 2025
- 09:06
In the advice industry, it’s all about technology
Make the most of tech with these tips for advisors, firms and providers
- December 10, 2024 December 10, 2024
- 16:00
The new retirement requires a new approach
It’s time to think differently about retired clients
- October 16, 2024 October 16, 2024
- 16:09
Advisor at Risk
Ellen Bessner
Don’t waste economic and political uncertainty to show clients how you can shine
5 dos and don’ts to help your clients and protect your licence
- March 26, 2025 March 25, 2025
- 05:24
Advisors are at risk
Protect your business and reputation by managing these 5 risks
- February 10, 2025 February 10, 2025
- 16:00
Breaking up doesn’t have to be hard to do
Three steps to reduce the risk and pain of advisor partnership breakups
- November 22, 2024 November 22, 2024
- 16:00
Breaking up is hard to do, Part 1
Risks when partnering with other financial advisors
- November 11, 2024 November 24, 2024
- 16:22
Securities Law
Matthew Taylor
Ontario Court of Appeal allows crypto class action
Losses have been claimed for cryptocurrency derivatives traded without a prospectus
- March 24, 2025 March 24, 2025
- 14:48
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