insurance | Investment Executive

Tech roundup: New financial planning software launches

jonathan — Mon, 05 Jan 2026 18:30:19 +0000

Also, Conquest’s new CEO and new insurance partnership

noushin — Mon, 29 Dec 2025 06:00:33 +0000

Total cost reporting will increase fee transparency, put more onus on advisors to demonstrate their value to clients

michelleschriver — Thu, 11 Dec 2025 18:13:43 +0000

OSC had previously placed restrictions on the man as a mutual fund rep and volunteer minister

kevinp — Wed, 03 Dec 2025 14:47:22 +0000

Their combined salesforce will be more than 5,000, across 150-plus locations

jonathan — Mon, 01 Dec 2025 22:02:40 +0000

Falling rates and market volatility spark interest in seg funds

jonathan — Wed, 05 Nov 2025 20:24:54 +0000

Fall from $177M in last year's Q3 driven by interest rate movements

kevinp — Thu, 30 Oct 2025 18:54:28 +0000

Canadian insurers are also looking to increase their private asset allocations: survey

michelleschriver — Wed, 22 Oct 2025 19:48:33 +0000

Second consultation on licensing runs to Nov. 19

jonathan — Wed, 10 Sep 2025 19:15:51 +0000

Four major product categories created, including loans for advisors

michelleschriver — Mon, 07 Jul 2025 16:03:07 +0000

In its most recent fiscal year, the regulator commenced enforcement with proposed penalties of $2.8 million