In this week’s Ruta’s Rules, Jim Ruta, managing partner and chief sales officer, InforcePRO, soothes concerns that the new advisor compliance regime from the Canadian Life and Health Insurance Association (CLHIA) which comes into effect on Jan. 1., places too big a burden on life agents.
Insurance advisors answered multiple-choice questions about their industry experience for this inaugural research
Housing costs are a growing worry, BMO index finds
New funds hold several big names found in broad U.S. stock indexes
Effective communication, whether digital or in person, remains key to strong client/advisor relationships
Return travel by car drops 35.2% year over year: Statistics Canada
"Neither side wants a decoupling,” said Treasury Secretary Scott Bessent, adding previous tariff levels amounted to an "embargo"
New CEO and other people news from Fiera Capital, Montrusco Bolton, Great-West Lifeco
This was going to be a banner year for M&A activity in the Canadian financial advice business; then the White House stepped in