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  1. Megan Harman
    Sales of individual life insurance policies were considerably higher in Q4 and in 2016, overall, in advance of the new, more restrictive tax rules that kicked in on Jan. 1
  2. IE Staff
    A panel of judges will review submitted plans to determine which advisor created the greatest value for the client
  3. IE Staff
    Duane Green replaces Don Reed, who recently retired from Franklin Templeton
  4. IE Staff
    Helping advisors find opportunities for accredited continuing education
  5. James Langton
    Corporate reporting transparency in Canada is currently voluntary and inconsistent and Ottawa has not mandated reporting, or provided consistent guidelines
  6. James Langton
    Changing investors’ behaviour is challenging, particularly as many still regard personal finance as a topic that’s off limits, new Merrill Lynch study finds
  7. Tessie Sanci
    The value advisors provide to plan members will increase as advisors continue to embrace more flexible ways of communicating their advice, new GWL report finds
  8. James Langton
    The worksites, which are called Blockchain Nodes, are being opened in Frankfurt and Singapore, with plans for a third location in New York
  9. Tessie Sanci
    Most older Canadians are not considering adjusting their lifestyle for a longer retirement, but many wonder whether they will have enough money for this phase of their lives
  10. Aleksandra Sagan
    The No. 1 blunder is dipping into an RRSP for expenses other than retirement income