By failing to implement a succession plan, you may be neglecting your responsibilities to your clients. Here are steps you can take to ensure the value of your business and fulfil the promises that you have made to your clients
CRM2-style disclosure could be coming for a range of insurance products
The increase is attributed primarily to new processes that OLHI has implemented for assessing and handling complaints
The case involves adjustable life insurance policies and alleges Manulife failed to notify policyholders of adjustments to their premiums as required under the policy
Connect Financial Services, which will maintain the Sentinel brand, plans to grow the firm organically and through acquisitions
The court’s decision allows the lawsuit, which involves alleged misrepresentations in seg fund documents, to expand the scope of the class considerably
As the regulatory environment in the financial services sector continues to evolve, keeping up with a steadily growing list of compliance responsibilities is a major challenge for financial advisors
HNW immigrants are looking for tax and estate planning services
The firm has launched Manulife International Equity Private Trust, which presents a new non-North American equity option for investors in Manulife Private Investment Pools
“If we don’t change, we’re going to become obsolete”