Judy Goldring, executive vice president and chief operating officer, AGF Management Ltd., discusses disruption in the mutual fund industry and the need for advisors to respond to changing client demands while being challenged by regulatory uncertainty. She spoke from the IFIC annual leadership conference in Toronto.
Speaking at the bank's AGM, Thomson also said Scotia will disclose its energy supply ratio later this month
Model has identified vulnerabilities in operating systems, browsers
The net worth of the top 20% averaged $3.5 million per household
Product options, focus on planning add to last year's sales momentum
Existing policies to remain in legacy system
As financial fraud grows more sophisticated and pervasive, the role of professional financial planners has never been more critical
In finance, insurance, real estate and leasing, business exits have outpaced starts since mid-2023
Higher renewal comp, longer chargeback schedule aim to match advisor incentives to client interests