News – Investment Executive https://www.investmentexecutive.com Canada's news source for financial professionals Mon, 18 Mar 2024 13:11:11 +0000 en-US hourly 1 https://wordpress.org/?v=5.9.3 https://www.investmentexecutive.com/wp-content/uploads/sites/3/2018/01/cropped-favicon-1-32x32.png News – Investment Executive https://www.investmentexecutive.com 32 32 Seg funds struggled through another difficult year https://www.investmentexecutive.com/newspaper_/news-newspaper/seg-funds-struggled-through-another-difficult-year/ Mon, 11 Mar 2024 04:12:00 +0000 https://www.investmentexecutive.com/?p=481458 Segregated Fund Families ranking shows active management paid off in fixed income, and tech gains dominated equities returns

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]]> New COO tackles ambitious goals https://www.investmentexecutive.com/newspaper_/news-newspaper/new-coo-tackles-ambitious-goals/ Mon, 11 Mar 2024 04:07:00 +0000 https://www.investmentexecutive.com/?p=481453 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 years

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]]> FSRA’s proposed guidance on life agent suitability a good first step https://www.investmentexecutive.com/newspaper_/news-newspaper/fsras-proposed-guidance-on-life-agent-suitability-a-good-first-step/ Mon, 11 Mar 2024 04:04:00 +0000 https://www.investmentexecutive.com/?p=481450 Industry and advocates say more work is needed

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]]> Why advisor E&O insurance premiums are rising https://www.investmentexecutive.com/newspaper_/news-newspaper/why-advisor-eo-insurance-premiums-are-rising/ Mon, 11 Mar 2024 04:01:00 +0000 https://www.investmentexecutive.com/?p=481447 A slower economy, inflation, higher legal fees contribute to increased rates

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]]> Binding dispute resolution a bitter pill for industry to swallow https://www.investmentexecutive.com/newspaper_/news-newspaper/binding-dispute-resolution-a-bitter-pill-for-industry-to-swallow/ Mon, 11 Mar 2024 04:00:00 +0000 https://www.investmentexecutive.com/?p=481446 CSA’s proposal to empower OBSI elicits wave of criticism

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]]> Budget 2024: Looking for direction https://www.investmentexecutive.com/newspaper_/news-newspaper/budget-2024-looking-for-direction/ Mon, 04 Mar 2024 05:03:00 +0000 https://www.investmentexecutive.com/?p=481449 The federal government will table the budget on April 16. Meanwhile, key tax issues, such as the AMT, have yet to be resolved

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]]> The good and the bad of MGA tech support for advisors https://www.investmentexecutive.com/newspaper_/news-newspaper/the-good-and-the-bad-of-mga-tech-support-for-advisors/ Mon, 12 Feb 2024 05:15:00 +0000 https://www.investmentexecutive.com/?p=479833 Some advisors reported challenges when MGAs were intermediaries and required to coordinate with large insurers

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]]> Are insurance advisors paid properly? https://www.investmentexecutive.com/newspaper_/news-newspaper/are-insurance-advisors-paid-properly/ Mon, 12 Feb 2024 05:13:00 +0000 https://www.investmentexecutive.com/?p=479832 Advisors are generally satisfied with their pay, but some are questioning industry standards of compensation

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]]> Insurance advisors generally satisfied with support from carriers, agencies https://www.investmentexecutive.com/newspaper_/news-newspaper/insurance-advisors-generally-satisfied-with-support-from-carriers-agencies/ Mon, 12 Feb 2024 05:12:00 +0000 https://www.investmentexecutive.com/?p=479835 Some areas, such as tax and estate planning, showed room for improvement

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]]> Insurance Advisor Report: How we did it https://www.investmentexecutive.com/news/research-and-markets/insurance-advisor-report-how-we-did-it/ Mon, 12 Feb 2024 05:11:48 +0000 https://www.investmentexecutive.com/?p=479838 Through a new web survey, insurance advisors across Canada shared their working experiences

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