Latest columns in Inside Track

Paul Bourque portrait Inside Track
Investment Funds

Paul Bourque

Happy businesswoman handshaking with client closing deal in an office interior with a window in the background

The case for self-regulation

Why SROs work well for investors and the industry

  • July 8, 2020 July 8, 2020
  • 16:07

Canadian fund investors stay the course

Research shows investors are not susceptible to redemption runs

  • May 13, 2020 May 13, 2020
  • 15:19

Responsible investing: a growing priority for Canadians

Clear, consistent terminology and definitions must be established

  • March 18, 2020 March 18, 2020
  • 17:18

Regulators must clarify approach to outside business activities

Unclear rules could deter registered individuals from actively contributing to their communities

  • January 22, 2020 January 22, 2020
  • 14:51
Carey List
Focus on Financial Planning

Cary List

advisor working from home

Embracing new ways of connecting with clients

As financial planners become comfortable doing business virtually, there could be long-lasting benefits for the industry and Canadians

  • June 12, 2020 June 12, 2020
  • 16:39

Helping Canadians navigate unprecedented challenges

The financial planning profession needs to ensure all Canadians have access to the advice they need

  • April 17, 2020 April 17, 2020
  • 14:25

Vision 2020: Taking stock a decade later

Stakeholders must continue working together to ensure all Canadians have the tools they need to achieve financial wellness

  • December 12, 2019 December 12, 2019
  • 16:50

Why enforcement is more critical than ever

The vigilant enforcement of professional standards is essential to protect consumers and to maintain the integrity of the financial planning profession

  • October 18, 2019 November 10, 2019
  • 16:24
dollar boat in the bad weather illustration economic instability

How my investment strategy has fared during the crisis

A financial advisor talks about how her ETF portfolios have held up under market stress

  • June 2, 2020 June 1, 2020
  • 16:00

The next decade for ETFs

Opinions on where the ETF industry will be in 2030

  • March 3, 2020 March 13, 2020
  • 16:00

How to use ETFs for responsible investing

Today's product offering allows you to build globally diversified portfolios for responsible investors

  • November 5, 2019 December 12, 2019
  • 16:00

Explaining ETF portfolios to clients

How to communicate the essentials without getting lost in the weeds

  • September 20, 2019 November 13, 2019
  • 00:32
Ellen Bessner
Advisor at Risk

Ellen Bessner

Ellen Bessner video conferencing

Perch me on your shoulder

How to avoid the most common legal and regulatory infractions

  • May 26, 2020 May 26, 2020
  • 16:48

Build client trust through each team member

Your team is crucial to building client trust during this pandemic and beyond

  • May 19, 2020 May 19, 2020
  • 17:33

How to build client trust during the pandemic and beyond

This pandemic is an opportunity to build trust by showing clients your value

  • May 12, 2020 May 12, 2020
  • 16:45

What your clients should include in their personal continuity plans

Help your clients prepare for a rainy day with this helpful list

  • May 5, 2020 May 5, 2020
  • 17:19
Businessman confused about two direction, between risk or safe vector illustration

Are ETFs riskier than mutual funds?

It’s the underlying holdings that are important — not the structure of the investment

  • February 4, 2020 February 3, 2020
  • 16:00

Eight tips for trading ETFs

Make sure you’re getting the most out of your trades

  • January 7, 2020 January 3, 2020
  • 16:00

Myth: ETFs can “become” the market

Dispelling a misconception that has developed over time

  • December 3, 2019 January 8, 2020
  • 16:00

Could ETFs cause a market crash?

Debunking the myth that ETFs cause market instability

  • September 3, 2019 November 17, 2019
  • 15:00