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
An important way for firms to improve the retention of insurance advisors is to provide management responsibilities
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
Proposal aims to “foster discussions between regulators, insurers and intermediaries on market conduct”