Remaking the industry
CSA anticipates its proposals will add costs for the industry
CSA anticipates its proposals will add costs for the industry
Scotiabank’s recent acquistions were a complimentary fit
B2B service could become the driver of Wealthsimple’s business
Recent research reveals that clients who have life insurance place more value on the advice they receive and are more loyal
The ratings for the five MGAs in the survey were very strong, whereas those for the dedicated sales agencies and the sole PPGA were less…
How advisors rated their firms
Although average AUM and productivity declined, advisors' attention to life insurance has increased
Advisors with Hub Financial were much more pleased with their firm this year the same cannot be said for GWL or Sun Life
One set of firms received lower ratings in the three back-office categories, but another set of firms were praised for their efforts
Advisors cited financial help and internal experts as key reasons why they rated their firm's support higher this year
Advisors at most of the insurance agencies in the Report Card gave passing grades for ongoing training initiatives
Regulators and dealer firms have been slow to come up with a clear process for financial advisors to handle suspected cases of elder financial abuse.…
History has taught us that focusing on what your customers want, rather than on your products or processes, is key to success in a changing…
Maintaining a steady stream of content is essential in showing readers that you are engaged and productive. There are tools and techniques to help you…
The feared consequences of trade wars have taken the steam out of international equities markets in 2018
Demographic and economic structural changes have elevated longevity risk. Retirees are simply living longer
Product Watch
Product Watch
Product Watch
Product Watch
Product Watch
Editorial
There is more than a tit-for-tat trade war going on between China and the U.S. And Canada should be paying attention
