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MFDA 2018-2022 Strategic Plan
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Western Financial Group acquires Ontario’s Axion Insurance

Insurance services firm expands beyond Western Canada

  • By: IE Staff
  • June 20, 2018 June 20, 2018
  • 13:50
Leadership corporate hierarchy recruiter team leader employee selection new job

Sun Life Financial names new human resources chief

Helena Pagano succeeds Carrie Blair

  • June 20, 2018 June 20, 2018
  • 10:15
Hand choosing employee group of businessmen new job appointment notice

IMCO appoints chief investment officer

Jean Michel will design and oversee the firm’s global investment activities

  • By: IE Staff
  • June 20, 2018 June 20, 2018
  • 11:03
Finger on analysis button risk management or assessment concept

HSBC lowers risk ratings for six of its mutual funds

There are no changes to the investment objectives or strategies of the funds

  • By: IE Staff
  • June 20, 2018 June 20, 2018
  • 09:15
globe of money gold

Growing wealth among HNW not translating into satisfaction

Although global high net-worth individuals’ wealth surpassed US$70 trillion for the first time, only 55.5% said they connected very well with their wealth managers

  • By: IE Staff
  • June 19, 2018 June 19, 2018
  • 12:00
Insurance businessman parachute

Manulife introduces new whole life product and AI underwriting algorithm

Manulife Par is designed for clients who have maximized non-registered and registered savings options

  • By: IE Staff
  • June 19, 2018 June 19, 2018
  • 15:00
DRC 2018 cover

Slideshow: Comparing each dealer’s average advisor

Although the average advisor saw modest improvements in AUM and productivity, the increases among some firms’ advisors were dramatic

OSC Dialogue 2017 to feature FCA, SEC executives

IE’s Calendar of Industry Events

Helping advisors find opportunities for accredited continuing education

  • By: IE Staff
  • June 8, 2018 June 14, 2018
  • 12:00
Adirondack chairs at shore of Lake of Two Rivers, Ontario

Have an “unplugged” vacation

Taking a break from contact with the office is essential to getting rested and recharged

Current estate plans fall short for many blended families

Financial planners must work very closely with questions to ensure their complex financial and estate goals are met

“Transitional quality” a key factor in selling your book of business

The price a buyer is willing to pay for a book of business drops if the selling advisor is not willing to spend the necessary…

Gig economy increasingly important to post-retirement clients

Financial planners need to have proactive conversations with clients about how taking on work in retirement could affect their income taxes