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Keyword: Segregated funds

168 results found
Entrance to Financial Services Regulatory Authority of Ontario

New measures address the use of DSCs with existing contracts

Manulife head office building in Toronto, Canada. Manulife is a Canadian multinational insurance company.

The quarter also saw net outflows, lower AUM

advisor and client meeting

Draft rules out for comment, expected to take effect in 2026

Rocket ship launching

Plus, BMO introduces structured-outcome ETFs

Sliced pumpkin pie above view on blue background. People grabbing slices of cake stock photo

Respondents to FSRA survey had mixed views on how they preferred to pay financial advisors

Computer with financial growth

John Yanchus of Canada Life says seg funds offer stability in volatile markets, and are more versatile and less expensive for clients than they used to be

  • By: John Yanchus
  • September 26, 2023 September 26, 2023
  • 13:01

John Yanchus of Canada Life says seg funds offer stability in volatile markets, and are more versatile and less expensive for clients than they used to be

  • By: John Yanchus
  • September 26, 2023 September 22, 2023
  • 13:01
Magnifying glass image

Industry braces for technical challenges as new disclosures take effect

Financial Services Regulatory Authority of Ontario logo

New agent allegedly split commissions with ex-agent, churned those clients

Target hit in the center by arrow

New proposed amendment addresses removal of DSCs on existing seg fund contracts

  • By: IE Staff
  • June 2, 2023 June 2, 2023
  • 13:47