Tashia Batstone – Investment Executive https://www.investmentexecutive.com Canada's news source for financial professionals Mon, 09 Dec 2024 19:12:58 +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 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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]]> 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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