Insurance advisors need ample coaching and tools
MGAs and carriers are revamping their support programs in response
- By: Katie Keir
- February 12, 2024 February 9, 2024
- 00:10
Top Stories in Uncategorized
Industry moves this week
Alongside Macoun's pending exit from Canada Life were changes at Wellington-Altus, Broadridge Financial and more
- By: Katie Keir
- January 18, 2024 January 18, 2024
- 15:19
Use of alternative data grows, with increased interest in AI: report
While more investors said they're using alternative sources, the costs of such data may be coming down
- By: Mark Burgess
- January 17, 2024 January 17, 2024
- 15:29
FSRA fines former life agent $60K for recruitment scheme
Licensee was contracted with one of three MGAs reviewed for tiered recruitment model
- By: Michelle Schriver
- January 11, 2024 January 11, 2024
- 16:54
U.S. inflation edged up in December
Energy and housing prices fuelled the increase
- By: Paul Wiseman, The Associated Press
- January 11, 2024 January 11, 2024
- 11:00
Industry moves: Dave Kelly takes on new COO role with Richardson Wealth
Plus, new head of Fiera Canada, and IG Wealth focuses on recruitment
- By: Katie Keir
- January 9, 2024 January 9, 2024
- 16:43
CRA has assessed $30M in underused housing tax to date
Fewer than 2% of UHT returns have involved tax owing
- By: Rudy Mezzetta
- December 20, 2023 December 20, 2023
- 13:05
Industry moves this week
Joanna Rotenberg leaves Fidelity Investments, plus other moves
- By: Katie Keir
- December 19, 2023 December 19, 2023
- 16:53
Industry moves: Executive departure at TD leads to new wealth head
Ray Chun moves to personal banking and Tim Wiggan heads wealth management and insurance
- By: Katie Keir
- December 11, 2023 December 11, 2023
- 12:06
Industry moves this week
Former Scotiabank head to lead new Ontario Infrastructure Bank, plus other news
- By: Katie Keir
- December 8, 2023 December 8, 2023
- 12:52
CRA announces prescribed rate for Q1 2024
Agency confirms the interest rate Canadians must pay on overdue tax will rise to 10%
- By: Rudy Mezzetta
- November 24, 2023 November 24, 2023
- 14:55
Feds propose underused housing tax relief
Changes would mean more owners of residential property are excluded from the UHT filing requirement, and reduced penalties for failing to file
- By: Rudy Mezzetta
- November 21, 2023 November 21, 2023
- 18:20
Industry moves: Karl Cheong has left First Trust Portfolios Canada
Other developments this week include cuts at Manulife and several advisor team moves
- By: IE Staff
- November 15, 2023 November 16, 2023
- 13:15