Karen Cutler, VP and chief underwriter at Manulife Financial, discusses steps advisors can take to avoid disappointment when selling critical illness insurance. She addresses rated…
Rising costs and rigorous underwriting have many advisors reluctant to sell CI, but experts say the product appeals to many clients
Few people have time to read — or write — a long message
Four ways to prevent your inbox from hindering your productivity (hint: unsubscribe)
Tim Banks, partner at Dentons LLP and an expert in privacy, data security and consumer protection law, explains on how to get consent under Canada’s…
A simple system of folders can keep you in control
Getting control of your email starts with a big cleanup
Increased clarity would protect consumers
RRSP withdrawals aren’t treated the same as RRIF withdrawals
Richard Heft and Jillian Bannister, co-founders of Ext. Marketing Inc. explain how rookie advisors can develop affordable (even free) marketing strategies. They spoke with Tessie…
Consent obtained through these networks has its limits
Tell your story and define your value proposition to promote yourself early in your career
How to remain compliant when networking and contacting referrals
As resources run out and companies turn away from the depletive economy, opportunities run in — and Impax’s Luciano Lilloy is snapping them up for…
With investors growing cautious toward historically expensive risk assets, defensive sectors are attracting renewed capital inflows. Skyline breaks down the current environment and explains why…
Choosing the right investment management partners can help you make confident recommendations — even in unpredictable times.
Have You Thought About What Season Your Practice is in?
HNW clients want guidance on the complex challenges that wealth can bring
Referrals are key to boosting your roster of HNW clients
The nature of private apartment funds means they can complement your client’s traditional investment portfolio.
Boosting advisor productivity in Canada through integration, innovation, and global best practices.
Head of Compliance for WFGIAC April Stadnek shares her perspective on the growing need for financial protection among Canadians, and how WFG supports its advisors…
A video breakdown of the 2025 Report Card on Banks themes
Paying the bills and growing their careers were priorities for the Big Six’s branch planners
But banks’ big mutual fund fees are, investor advocate says
Regulator requests monetary penalties, disgorgement, costs and market bans
Insurance advisors answered multiple-choice questions about their industry experience for this inaugural research
Housing costs are a growing worry, BMO index finds