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The deal reinforces the company’s presence in the MGA marketplace in central Ontario

  • By: IE Staff
  • February 5, 2018 February 6, 2018
  • 17:30

A growing list of compliance responsibilities - including advisor oversight - and a trend toward acquisition by larger firms presents challenges for independent insurance distributors

Finaeo has raised more than $2 million toward project to create a digital “marketplace” for insurance advisors

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National Best Financial Network’s website, Canadian LTCi, generates a comparison of available LTC policies for Canadians who enter their relevant details

The ICBC, AMF and ICS are considering key changes to supervisory and oversight rules, CE requirements, use of titles and licensing

Regulation is one factor driving the consolidation trend

Great-West CEO mulls bringing firm’s three units under one brand

John Hamilton will continue to lead Financial Horizons and the existing management team will remain in place

The MGA has been preparing for Simone’s pending retirement by bringing on Larry Goldberg as COO in 2016 and expanding the responsibilities of other executives

Financial Horizons acquires Estate Financial

New Brunswick-based MGA Estate Financial has more than 200 brokers who serve clients in five provinces

The Saskatoon-based firm’s second purchase of an MGA this month is the latest step in the company’s aggressive pursuit of growth, which began in September 2016