Insurance advisors – Investment Executive https://www.investmentexecutive.com Canada's news source for financial professionals Thu, 18 Apr 2024 18:24:02 +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 Insurance advisors – Investment Executive https://www.investmentexecutive.com 32 32 Former fund rep fined, banned for fraud https://www.investmentexecutive.com/news/from-the-regulators/former-fund-rep-fined-banned-for-fraud/ Thu, 18 Apr 2024 18:24:02 +0000 https://www.investmentexecutive.com/?p=484291 Retirees duped by fake investment for almost a decade, SRO finds

The post Former fund rep fined, banned for fraud appeared first on Investment Executive.

]]> 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

The post The good and the bad of MGA tech support for advisors appeared first on Investment Executive.

]]> Insurance advisors share industry sentiment and needs (charts) https://www.investmentexecutive.com/in-depth_/special-reports/insurance-advisors-share-industry-sentiment-and-needs-charts/ Mon, 12 Feb 2024 05:14:50 +0000 https://www.investmentexecutive.com/?p=479882 Insurance advisors answered multiple-choice questions about their industry experience for this inaugural research

The post Insurance advisors share industry sentiment and needs (charts) appeared first on Investment Executive.

]]> 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

The post Are insurance advisors paid properly? appeared first on Investment Executive.

]]> 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

The post Insurance advisors generally satisfied with support from carriers, agencies appeared first on Investment Executive.

]]> Insurance advisors need ample coaching and tools https://www.investmentexecutive.com/news/industry-news/insurance-advisors-need-ample-coaching-and-tools/ Mon, 12 Feb 2024 05:10:42 +0000 https://www.investmentexecutive.com/?p=480170 MGAs and carriers are revamping their support programs in response

The post Insurance advisors need ample coaching and tools appeared first on Investment Executive.

]]> What happens if FSRA finds a life agent unsuitable https://www.investmentexecutive.com/news/industry-news/what-happens-if-fsra-finds-a-life-agent-unsuitable/ Wed, 17 Jan 2024 20:27:06 +0000 https://www.investmentexecutive.com/?p=478812 The Ontario regulator discussed proposed licensing suitability guidance during a webinar on Wednesday

The post What happens if FSRA finds a life agent unsuitable appeared first on Investment Executive.

]]> FSRA tightens the screws on seg fund DSCs https://www.investmentexecutive.com/news/from-the-regulators/frsa-tightens-the-screws-on-seg-fund-dscs/ Tue, 09 Jan 2024 16:24:18 +0000 https://www.investmentexecutive.com/?p=478284 New measures address the use of DSCs with existing contracts

The post FSRA tightens the screws on seg fund DSCs appeared first on Investment Executive.

]]> Ontario clients split on compensation in seg funds: poll https://www.investmentexecutive.com/news/research-and-markets/ontario-clients-split-on-compensation-in-seg-funds-poll/ Fri, 13 Oct 2023 17:34:32 +0000 https://www.investmentexecutive.com/?p=473186 Respondents to FSRA survey had mixed views on how they preferred to pay financial advisors

The post Ontario clients split on compensation in seg funds: poll appeared first on Investment Executive.

]]> FSRA consults on consumer warnings https://www.investmentexecutive.com/news/from-the-regulators/fsra-consults-on-consumer-warnings/ Mon, 31 Jul 2023 20:10:58 +0000 https://www.investmentexecutive.com/?p=469471 Regulator issues proposed guidance for public comment until Aug. 25

The post FSRA consults on consumer warnings appeared first on Investment Executive.

]]>