Latest columns in Inside Track
Insurance
Jeff Cait
Fearless advisors will thrive in an AI world
Those who stick with traditional sales techniques will not — your clients already know more than you think
- April 28, 2026 April 27, 2026
- 01:52
The math of life insurance pt. 3
Life insurance is an asset class that requires a diversified portfolio approach like any other — here's what that means for the advisor role
- April 22, 2026 April 22, 2026
- 01:02
The illustration standard we promised in 1996
The CLHIA got the principles right nearly 30 years ago. The main thing got lost — the diversified portfolio approach is how we get it…
- April 14, 2026 April 14, 2026
- 10:18
The in-force servicing gap is a design problem
Here is what it costs consumers — and what a practice standard could look like
- April 7, 2026 April 10, 2026
- 10:05
Regulation
Harvey Naglie
It’s time for Ontario to join CSA’s passport system
The province’s 2007 decision rested on reasons that no longer apply
- April 28, 2026 April 27, 2026
- 01:12
Re: AI means potential ‘big shift’ in regulatory responsibilities: Kriegler
Andrew Kriegler deserves credit for saying what too many prefer to leave unsaid
- April 23, 2026 April 23, 2026
- 10:31
On AI, Canadian regulators are built to lag
Regulators should collaborate on the new technology — identify key issues, assign responsibilities and lay out firm expectations
- April 21, 2026 April 21, 2026
- 11:50
Re: CIRO issues phase two of CE reform proposals
CIRO should be focused on raising advisor competence, not easing dealer compliance
- April 17, 2026 April 17, 2026
- 11:27
Industry
Kevin Press
Exit interview: Dennis Craig
It's been 45 years since Craig took his first insurance industry job — it's time for his golden years
- April 24, 2026 April 24, 2026
- 17:11
AI is coming for your wealth management firm
A new report from McKinsey & Company says back-office efficiency will no longer be a differentiator
- April 17, 2026 April 21, 2026
- 17:26
A cautiously optimistic Canada still needs CUSMA
A year after Liberation Day, global trade has proven resilient as the U.S. keeps on importing
- April 10, 2026 April 10, 2026
- 15:46
Spaghetti at the wall
The number of ETFs available in Canada has grown twice as fast as the mutual fund industry — faster than advisors can keep up
- March 27, 2026 March 30, 2026
- 15:16
Focus on Financial Planning
Tashia Batstone
Protecting clients in a new era of financial fraud
As financial fraud grows more sophisticated and pervasive, the role of professional financial planners has never been more critical
- April 15, 2026 April 15, 2026
- 12:37
Bridging the advice gap in financial planning
Too many Canadians continue to navigate their finances alone, highlighting the need for accessible, confidence-building financial advice
- February 25, 2026 February 24, 2026
- 01:21
Ethics, technology, regulation have shaped today’s financial planning profession
30 years after the launch of what would become FP Canada, the modern profession has learned 5 important lessons
- November 19, 2025 November 19, 2025
- 09:26
For financial planners, continuing education matters more than ever
High-quality learning opportunities are increasingly essential for members of the profession
- September 22, 2025 September 20, 2025
- 01:43
Compliance CX
Susan Silma
Total cost reporting — are we overreacting or underreacting?
How firms should prepare for the next phase of fee transparency
- April 7, 2026 April 7, 2026
- 11:09
Client experience is a team sport
To win, make sure every member of your team is dedicated to delivering an exceptional experience to all clients
- February 18, 2026 February 18, 2026
- 15:35
5 tips to improve advisor satisfaction with technology
Focus on the end-to-end advisor experience with tools and implement change management best practices
- December 15, 2025 December 15, 2025
- 09:08
The longevity revolution requires a new approach to advice
Start thinking differently about your retired and soon-to-be retired clients
- October 16, 2025 October 16, 2025
- 09:09