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Keyword: Insurance advisors

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paper with words anti-money laundering

Course helps independent advisors create and maintain a FINTRAC compliance regime

  • By: IE Staff
  • June 18, 2018 June 18, 2018
  • 10:30
East Asian woman young professional

An important way for firms to improve the retention of insurance advisors is to provide management responsibilities

Business man with calculator

The association will lead a consultation on Guideline G19 with participation by both advisors and insurers

Committee member will provide the Quebec regulator with feedback on the insurance and financial planning sectors

Paper family of four under a paper cutout insurance umbrella

Proposal aims to “foster discussions between regulators, insurers and intermediaries on market conduct”

Business man with calculator

New disclosure rules from CLHIA draw complaints

Although insurance products themselves aren't expected to undergo drastic changes, pricing is likely to shift for some products, and insurers are re-evaluating others

Although the shift toward digital is having an impact on clients’ expectations, they still value relationships with advisors more than clients in any other country

Personal and commercial award recipients honored

  • By: IE Staff
  • October 23, 2017 October 23, 2017
  • 11:30

Privacy breaches could have major consequences