Insurance: Embracing technology
Concept could resonate with younger clients
- By: Megan Harman
- April 23, 2015 October 19, 2019
- 23:00
Concept could resonate with younger clients
A series of missed deadlines is partly responsible
Research shows clients want a faster process
Weak commodities prices seen as the biggest culprit
Strategic, creative spending cuts will be on the table
Insurance regulator is not doing its job: Report
Rebate is good “corporate behaviour”
Clients focus on designations and certifications
Payouts funded by other cases
New system frustrates clients and their advisors alike
A “best interests” standard may shield senior investors
Internal disciplinary action on the rise
Hitting a positive note in Ontario
What central bankers do in 2015 will affect your clients' portfolios
CRA interpretation bulletin is considered to be outdated
Widespread concerns with CCMR proposal
If oil price drops too far, the picture gets bleak
New tools have privacy features
Managing fixed-income investments has become more complex
Sentry Investments’ Michael Simpson is Investment Executive’s Mutual Fund Manager of the Year
The appeal for advisors is a lower tax rate on revenue
Finding the right investment product mix to ease client concerns
Fundamental tension persits