IFB Spring Summit 2016

Investment Executive reports from the Independent Financial Brokers of Canada’s spring summit in Toronto. Among the topics discussed: CRM2; powers of attorney; and living benefits. Photo copyright: Bloomberg.

June 2, 2016

Insurance advisors urged to adopt CRM2 principles

Increasing pressure from clients and regulators means advisors will be well served to provide greater disclosure on insurance products and fees sooner rather than later

  • June 2, 2016 November 9, 2019
  • 16:00

POAs on the radar of regulators

Advisors and firms should ensure they are implementing the recommended practices involving powers of attorney and senior clients

  • June 2, 2016 November 9, 2019
  • 06:40

Advisors could play key role in helping clients prepare for major health risks

The chances of clients having a disability, critical illness or need for long-term care, which can have very damaging financial impacts, are higher than most realize

  • June 1, 2016 November 9, 2019
  • 15:00