Latest columns in Inside Track
Compliance CX
Susan Silma
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
A better way to meet compliance disclosure requirements
Let’s use principles-based regulation to clients’ advantage
- August 21, 2024 August 16, 2024
- 16:00
ETFs
Mary Hagerman
ETF outlook for 2025 and beyond
Continued growth and innovation are expected
- December 10, 2024 December 10, 2024
- 13:00
Celebrating 10 years of ETF-based portfolio returns
Why one portfolio manager believes ETFs have revolutionized the investment landscape
- 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
- 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
- March 12, 2024 March 13, 2024
- 13:00
Focus on Financial Planning
Tashia Batstone
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
To deliver value, financial planners must move beyond tech assumptions
It’s time to dig deeper to understand how Canadians want to receive financial planning advice
- August 19, 2024 August 16, 2024
- 16:00
Canadians must be educated about financial planning qualifications
Understanding the skills and competencies to look for in a financial planner empowers the public
- June 24, 2024 June 24, 2024
- 16:00
Investment Funds
Andy Mitchell
Global perspectives and trends shaping the investment funds industry
IFIC panel discusses ESG disclosures, fund sales and international collaboration
- December 2, 2024 December 2, 2024
- 16:00
Investment funds industry bucks Canada’s low-productivity trend
Conference Board of Canada report details industry’s economic impact
- October 7, 2024 October 7, 2024
- 20:39
Financial literacy is a shared responsibility. Let’s get it right
Opinion: Education should be widely accessible and relevant to today’s youth
- August 12, 2024 August 12, 2024
- 16:48
Building trust with fee transparency
IFIC is working with the industry and regulators on TCR implementation
- June 17, 2024 June 17, 2024
- 16:00
Technology
David Reeve
Intergenerational wealth transfer can be captured with tech
Engage younger investors on their terms
- November 27, 2024 November 22, 2024
- 16:00
Addressing internal challenges to wealth firms’ growth
Advisor time constraints, attrition are controllable factors
- 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
- July 29, 2024 July 29, 2024
- 16:00
Leverage pre-trade compliance to drive value
New regulations come with cost but also opportunity
- June 10, 2024 June 10, 2024
- 15:58
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