Banks are building digital connections with clients
Court decision means a former spouse loses access to life insurance proceeds because of change to beneficiary in ex-spouse's policy
Insurer consolidates its distribution activities with those of its subsidiaries. Is there more to come?
Enforcement investigations and prosecutions on the rise
Survey data indicate that DIY investors are a potential source of clients for insurance advisors
The head of Scotiabank's aggressive push into an international tech makeover says the transformation is being driven by disruptive forces already in motion
Other key metrics also shifted: higher-value accounts now make up a growing proportion of the average book fee- and asset-based sources of revenue continue to rise and top performers are driving a shift toward the use of ETFs
Ratings for TD Wealth Private Investment Advice, BMO Nesbitt Burns and ScotiaMcLeod swung dramatically this year for a variety of reasons. Corporate culture, strategy and communication were key points of focus for advisors
The difference between how advisors with bank-owned dealers and their counterparts with independent firms feel about their corporate culture is more pronounced
A remarkable 71% of investment advisors support the CSA's proposal to introduce a best interest standard due to the need to elevate industry standards across the board and to increase transparency in advisor/client relationships