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”
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
Privacy breaches could have major consequences