Inside Track – Investment Executive https://www.investmentexecutive.com Canada's news source for financial professionals Tue, 10 Dec 2024 19:01:57 +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 Inside Track – Investment Executive https://www.investmentexecutive.com 32 32 In the advice industry, it’s all about technology https://www.investmentexecutive.com/inside-track_/susan-silma/in-the-advice-industry-its-all-about-technology/ Tue, 10 Dec 2024 21:00:01 +0000 https://www.investmentexecutive.com/?p=498281 Make the most of tech with these tips for advisors, firms and providers

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]]> ETF outlook for 2025 and beyond https://www.investmentexecutive.com/inside-track_/mary-hagerman/etf-outlook-for-2025-and-beyond/ Tue, 10 Dec 2024 18:00:25 +0000 https://www.investmentexecutive.com/?p=497744 Continued growth and innovation are expected

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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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]]> Global perspectives and trends shaping the investment funds industry https://www.investmentexecutive.com/inside-track_/andymitchell/global-perspectives-and-trends-shaping-the-investment-funds-industry/ Mon, 02 Dec 2024 21:00:25 +0000 https://www.investmentexecutive.com/?p=497727 IFIC panel discusses ESG disclosures, fund sales and international collaboration

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]]> Intergenerational wealth transfer can be captured with tech https://www.investmentexecutive.com/inside-track_/david-reeve/intergenerational-wealth-transfer-can-be-captured-with-tech/ Wed, 27 Nov 2024 21:00:26 +0000 https://www.investmentexecutive.com/?p=497282 Engage younger investors on their terms

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]]> Breaking up doesn’t have to be hard to do https://www.investmentexecutive.com/inside-track_/ellen-bessner/breaking-up-doesnt-have-to-be-hard-to-do/ Fri, 22 Nov 2024 21:00:23 +0000 https://www.investmentexecutive.com/?p=497116 Three steps to reduce the risk and pain of advisor partnership breakups

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]]> Breaking up is hard to do, Part 1 https://www.investmentexecutive.com/inside-track_/ellen-bessner/breaking-up-is-hard-to-do-part-1/ Mon, 11 Nov 2024 21:22:17 +0000 https://www.investmentexecutive.com/?p=496501 Risks when partnering with other financial advisors

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]]> CRA confirms its approach to interest deductibility https://www.investmentexecutive.com/inside-track_/jamie-golombek/cra-confirms-its-approach-to-interest-deductibility/ Wed, 06 Nov 2024 21:00:28 +0000 https://www.investmentexecutive.com/?p=496156 Agency provides examples of when income-earning purpose is met

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]]> The new retirement requires a new approach https://www.investmentexecutive.com/inside-track_/susan-silma/the-new-retirement-requires-a-new-approach/ Wed, 16 Oct 2024 20:09:06 +0000 https://www.investmentexecutive.com/?p=494923 It’s time to think differently about retired clients

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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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