Insurance: Balance is needed
Insurers need to to create products that appeal to younger clients
- By: Megan Harman
- March 1, 2014 October 19, 2019
- 00:00
Insurers need to to create products that appeal to younger clients
Advisors must inform their clients about the risks of borrowing
Reaction to Ontario's initiative reveals big differences of opinion
Equities, balanced funds more popular
Insurance industry players question “one size fits all” approach
Complying with domestic regime
Strong growth anticipated in professional and financial services
Some experts contend the budget will not contain costly initiatives
Only B.C. and Ontario have committed to the national initiative
Hefty retention bonuses now come with vested stock options
OSC mystery shoppers seek “investor experience”
But perhaps not so great for fixed-income
Outperformers have a large “active share” in their portfolios
Expansion of the U.S. economy should help Canadian exporters
IIROC’s proposals spell out its plan for its version of the CRM 2 rules
Mawer’s Martin Ferguson is willing to own a big part of a company
But the proposal to change enforcement rules has its critics
Tool filters clients’ online news
Regulators have uncovered problems in how fund firms rate risk
Firms are shelling out a pretty penny to get top financial advisors
High household debt, weak economy also affecting insurance sales
Feds targetting a range of tax loopholes
Proposals to update disciplinary system worry advisor groups
Some provinces want to strengthen the existing system
Amid tough times for firms, Richardson GMP buys Macquarie