Latest columns in Inside Track
Focus on Financial Planning
Tashia Batstone
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
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
Advisor at Risk
Ellen Bessner
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
Don’t go down with your client’s ship
Use these three steps to deal with clients who insist on unsuitable investments
- September 30, 2024 September 30, 2024
- 16:00
Compliance CX
Susan Silma
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
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
Alts
Nimar Bangash
Alternative investments offer diversification and more
They’re not right for all clients though, and not all advisors either
- January 31, 2025 January 31, 2025
- 08:12
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
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