In part 12 of Ruta’s Rules, Jim Ruta, managing partner and chief sales officer, InforcePRO, explains why selling life insurance can get overly complicated when complex planning supersedes the simple task of ensuring clients receive coverage that gives them peace of mind.
Legacy protection demands careful planning and attention to detail — advisors have a role to play
Richardson Wealth launched a flexible program earlier this year to fund internal succession plans
Every job posting must answer three main questions
Firms should focus on retention as well as recruitment
SRO launches review of policy framework for the provision of advice
If firms’ processes work for ETFs but not for proprietary, illiquid or complex products, then the reforms have failed
Agency encourages taxpayers to add the extra layer of security ahead of tax-filing season
This is the highest monthly foreign investment in Canadian securities since March 2022