Industry News

News

Review of multi-level-marketing MGAs results in enforcement for 65 life agents

October 3, 2023 Michelle Schriver
Financial Services Regulatory Authority of Ontario logo
News

EQB signs deal for 75% stake in alternative asset manager ACM Advisors

October 3, 2023 The Canadian Press
News

IA Financial buying U.S. insurance company Vericity for US$170 million

October 3, 2023 The Canadian Press
Agreement win-win

Proposed AMT could discourage large philanthropic gifts

October 2, 2023 Rudy Mezzetta
donation tax credit

BMO Private Wealth makes layoffs, changes leadership structure

September 29, 2023 Melissa Shin

What would a U.S. government shutdown mean?

September 28, 2023 Wyatte Grantham-philips, The Associated Press
News

AI tools for financial advisors are already here

September 28, 2023 Mark Burgess
digital investing
News

Why aren’t more advisors incorporating home equity into retirement plans?

September 27, 2023 Mark Burgess
home ownership
News

Blackstone officially opens Canadian office in Toronto

September 27, 2023 Mark Burgess
Canadian flags in business district
News

Clients may be more open to discussing serious illness planning than death planning

September 26, 2023 Melissa Shin
senior couple feeding birds
News

Feds unlock another $20 billion for low-cost rental construction financing: Freeland

September 26, 2023 The Canadian Press

JPMorgan to pay US$75 million on claims that it enabled Jeffrey Epstein’s sex-trafficking operations

September 26, 2023 Ken Sweet