Latest columns in Inside Track
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
Tax Matters
Jamie Golombek
CRA confirms its approach to interest deductibility
Agency provides examples of when income-earning purpose is met
- November 6, 2024 November 6, 2024
- 16:00
Another reminder to help clients understand their TFSA room
Taxpayer penalized for overcontribution after relying on My Account information
- July 25, 2024 July 25, 2024
- 16:00
Considering capital gains post–June 25
Advisors should speak to clients annually about crystallization
- June 25, 2024 June 25, 2024
- 16:00
Ensure your client reports all RRSP contributions
In one case, failure to report resulted in an overcontribution penalty
- April 10, 2024 April 10, 2024
- 16:05
Responsible Investing
Dustyn Lanz
Investor stewardship and proxy voting: A new era of transparency
Public database of proxy voting records aims to better align asset managers and owners
- July 22, 2024 July 22, 2024
- 16:00
5 actions for fund managers to overcome ESG pain points
Evolving expectations leave some managers struggling
- October 16, 2023 October 16, 2023
- 15:00
Will Canada import America’s anti-ESG campaign?
Opinion: The backlash has limited prospects for four reasons
- July 26, 2023 July 26, 2023
- 15:00
Understanding Canada’s proposed climate finance taxonomy
The goal is to create a common language for the issuance of financial instruments
- April 19, 2023 April 19, 2023
- 16:10
Industry Perspectives
Ian Russell
Opinion: Tax reform needed to lift gloom in corporate sector
Federal budget did little to invigorate sluggish investment spending
- April 4, 2023 April 4, 2023
- 15:00
Does growth in self-managed accounts defy need for advice?
Tech, profound shocks have changed investor behaviour
- January 16, 2023 January 16, 2023
- 15:00
Creating policy to improve business spending, productivity
A new approach is needed to replace failed government programs
- November 21, 2022 November 21, 2022
- 15:00
For fair and balanced regulation, displace expert committees
Regulators require internal compliance expertise
- September 26, 2022 September 26, 2022
- 15:00