Inside Track | Investment Executive Canada's news source for financial professionals Mon, 27 Apr 2026 20:54:57 +0000 en-US hourly 1 https://wordpress.org/?v=6.9 https://old.investmentexecutive.com/wp-content/uploads/sites/3/2018/01/cropped-favicon-1-32x32.png Inside Track | Investment Executive 32 32 Fearless advisors will thrive in an AI world https://old.investmentexecutive.com/inside-track_/jeff-cait/fearless-advisors-will-thrive-in-an-ai-world/ Tue, 28 Apr 2026 05:52:18 +0000 https://www.investmentexecutive.com/?p=537329 Those who stick with traditional sales techniques will not — your clients already know more than you think

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]]> It’s time for Ontario to join CSA’s passport system https://old.investmentexecutive.com/inside-track_/naglie/its-time-for-ontario-to-join-csas-passport-system/ Tue, 28 Apr 2026 05:12:30 +0000 https://www.investmentexecutive.com/?p=537307 The province’s 2007 decision rested on reasons that no longer apply

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]]> Exit interview: Dennis Craig https://old.investmentexecutive.com/inside-track_/exit-interview-dennis-craig/ Fri, 24 Apr 2026 21:11:31 +0000 https://www.investmentexecutive.com/?p=537059 It's been 45 years since Craig took his first insurance industry job — it's time for his golden years

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]]> The math of life insurance pt. 3 https://old.investmentexecutive.com/inside-track_/the-math-of-life-insurance-pt-3/ Wed, 22 Apr 2026 05:02:01 +0000 https://www.investmentexecutive.com/?p=536875 Life insurance is an asset class that requires a diversified portfolio approach like any other — here's what that means for the advisor role

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]]> On AI, Canadian regulators are built to lag https://old.investmentexecutive.com/inside-track_/on-ai-canadian-regulators-are-built-to-lag/ Tue, 21 Apr 2026 15:50:11 +0000 https://www.investmentexecutive.com/?p=536804 Regulators should collaborate on the new technology — identify key issues, assign responsibilities and lay out firm expectations

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]]> AI is coming for your wealth management firm https://old.investmentexecutive.com/inside-track_/ai-is-coming-for-your-wealth-management-firm/ Fri, 17 Apr 2026 21:26:19 +0000 https://www.investmentexecutive.com/?p=536573 A new report from McKinsey & Company says back-office efficiency will no longer be a differentiator

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]]> Protecting clients in a new era of financial fraud https://old.investmentexecutive.com/inside-track_/protecting-clients-in-a-new-era-of-financial-fraud/ Wed, 15 Apr 2026 16:37:17 +0000 https://www.investmentexecutive.com/?p=536376 As financial fraud grows more sophisticated and pervasive, the role of professional financial planners has never been more critical

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]]> The illustration standard we promised in 1996 https://old.investmentexecutive.com/inside-track_/the-illustration-standard-we-promised-in-1996/ Tue, 14 Apr 2026 14:18:07 +0000 https://www.investmentexecutive.com/?p=536236 The CLHIA got the principles right nearly 30 years ago. The main thing got lost — the diversified portfolio approach is how we get it back

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]]> Same office, new sign https://old.investmentexecutive.com/inside-track_/same-office-new-sign/ Tue, 14 Apr 2026 13:31:11 +0000 https://www.investmentexecutive.com/?p=536228 Canada's banks were told to stop calling their internal complaint office an ombudsman — they changed the sign but kept the office

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]]> A cautiously optimistic Canada still needs CUSMA https://old.investmentexecutive.com/inside-track_/a-cautiously-optimistic-canada-still-needs-cusma/ Fri, 10 Apr 2026 19:46:54 +0000 https://www.investmentexecutive.com/?p=536032 A year after Liberation Day, global trade has proven resilient as the U.S. keeps on importing

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