Market turmoil prompts redemptions
POS, MGA review and pension reform highlighted
Most financial services firms are taking a proactive approach in preparing for possible business disruptions; laggards should start planning now
Dynamic Funds led overall sales
Investors who work with advisors have higher participation rates and assets in registered savings plans than non-advised households
Strategy must recognize the value of advice
Events in Europe led to asset growth being essentially flat
Customized approach using mutual funds more effective than the “one-size fits all” approach of DB plans, industry group says
Current regulations regard calls to existing insurance clients differently from calls to investment clients
Submission to Manitoba government reiterates IFIC’s recommendations to other provinces