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Agreement win-win

IA Financial buys 2 blocks of U.S. business from Prosperity Life

Blocks include over 115,000 policies worth more than US$100 million in premiums

Tanya van Biesen

VersaFi CEO wants to make finance sector more inclusive

Women in Capital Markets rebrands to reflect sector’s growing diversity and complexity

digital investing

Can regulators keep up with AI?

North American regulators exploring risks and opportunities

woman talking on the phone

Deepfakes pose growing threat to financial industry

Identity validation and trust are at risk amid regulatory challenge

donation tax credit

Budget measures force donors to revisit estate plans

Changes to capital gains inclusion rate, AMT require updated strategy

Grant Vingoe, CEO of the Ontario Securities Commission. Photo by Paul Lawrence

OSC has conflicts of interest in its crosshairs

Newsmaker: CEO Grant Vingoe also wants to see binding decision-making authority for OBSI

stock market down

Short-selling consultation comes up short

Reaction to CIRO’s proposed changes is sharply divided

cryptoassets regulation

Crypto: Only for alt funds?

Industry pushes back on proposed restrictions on crypto holdings

pot hole bad roads

Seg funds struggled through another difficult year

Segregated Fund Families ranking shows active management paid off in fixed income, and tech gains dominated equities returns

Dave-Kelly

New COO tackles ambitious goals

Newsmaker: With Dave Kelly as chief operating officer, Richardson Wealth aims to reach $100 billion in AUA and 50% women advisors over the next few…

FSRA’s proposed guidance on life agent suitability a good first step

Industry and advocates say more work is needed

confusion

Why advisor E&O insurance premiums are rising

A slower economy, inflation, higher legal fees contribute to increased rates

see-saw with king chess piece and pawns

Binding dispute resolution a bitter pill for industry to swallow

CSA’s proposal to empower OBSI elicits wave of criticism

House of Commons in Ottawa

Budget 2024: Looking for direction

The federal government will table the budget on April 16. Meanwhile, key tax issues, such as the AMT, have yet to be resolved

technological developments

The good and the bad of MGA tech support for advisors

Some advisors reported challenges when MGAs were intermediaries and required to coordinate with large insurers

compensation communication

Are insurance advisors paid properly?

Advisors are generally satisfied with their pay, but some are questioning industry standards of compensation

  • By: Katie Keir
  • February 12, 2024 February 9, 2024
  • 00:13
high rating performance

Insurance advisors generally satisfied with support from carriers, agencies

Some areas, such as tax and estate planning, showed room for improvement

  • By: Emily Fox
  • February 12, 2024 February 9, 2024
  • 00:12

Insurance Advisor Report: How we did it

Through a new web survey, insurance advisors across Canada shared their working experiences

  • By: IE Staff
  • February 12, 2024 February 9, 2024
  • 00:11
man rock climbing

Mutual fund families overcame another challenging year

The top-performing families employed a variety of asset management strategies

crypto currency regulation

How to handle cryptocurrency on tax returns

Tax experts suggest erring on the side of caution

see-saw with king chess piece and pawns

Orgs push back on more latitude for fund dealers

CIRO faces opposition on proposals covering managed accounts and temporary discretionary accounts

right or wrong choice

CIRO rule book harmonization faces backlash

Stakeholders are concerned about cost, complexity and lack of imagination

a man on a precipice

Tepid economic growth forecast for 2024

With inflation down a lot, economists foresee the BoC cutting rates four to six times

Portrait of Sara Petrcich, BMO

Adding structure to the ETF business

Newsmaker: After more than two decades trading derivatives, Sara Petrcich is BMO GAM’s head of ETFs and structured solutions

dispute resolution

CSA moves forward with binding dispute resolution

Proposals seek to eliminate lowball settlements