Going beyond investments with clients remains a good way to add value, particularly in down markets
Some brokers aim to be a one-stop shop for P&C insurance, wealth management and retirement planning
The move follows a regulatory warning earlier this year to stop DSC sales of seg funds
Ivari, formerly Transamerica Life Canada, offers life insurance and critical illness products
From a new role to a retirement, several industry veterans are making changes
Volatile markets contributed to losses in the insurance and wealth management businesses
NFP's latest acquisition helps solidify its expanding asset-based business
Multiple shifts occurred across various market segments
Some advisors have moved from DSCs to seg funds with chargebacks
The firm reported net income attributable to common shareholders of $151 million in Q1, down 13%