Don’t be passive about discussing the benefits of active investing
If your adult children return home, you will need a plan to help them get back on their feet. That process begins with having an adult-to-adult conversation
Relaunching GWL, Canada Life and London Life under a single banner is a topic of discussion at the firm, said Paul Mahon at Thursday’s AGM
Although industry participants are generally onside with enhanced CE standards for advisors, there are some big concerns
Although advisors with bank-owned firms have bigger books and greater productivity on average than those with independent dealers, advisors with independent dealers are more likely to recommend their firms
Regulator wants to hear something new in embedded fee debate
There are several reasons why advisors with bank-owned investment dealers are unhappy this year, but the shift from being "bank-owned" to "bank-run" is the most prevalent
Wellington-Altus is on the hunt for entrepreneurial advisors
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