Advisors continue to stress the importance of back-office technology
How advisors rated their agencies
The segment's veteran advisors are still driving business activity
There was criticism across all firm types this year
Compliance requirements are growing for insurance advisors
To help advisors in the holistic space, agencies must continue to invest in support
Allegations involve improper calculations of vacation and public holiday pay
A varied, international education gives Ahilan Balachandran a unique perspective on financial services
Question of whether Industrial Alliance reps are employees or contractors punted back to Tax Court
Course helps independent advisors create and maintain a FINTRAC compliance regime