The insurer will provide mentorship and support to startups while gaining exposure to innovative new concepts and business opportunities
But the two groups have differing views on how the rules for seg funds and mutual funds should be harmonized
The deal, which follows BMO’s sale of its U.S. retirement services business last year, focuses in on a key area of growth for IA
Industry associations representing exchange-traded fund (ETF) providers and mutual fund dealers are applauding the Mutual Fund Dealers Association of Canada’s (MFDA) proposed new proficiency standard for mutual fund sales representatives who sell ETFs. The initiative clarifies the expectations of the self-regulatory organization, helping mutual fund dealers move one step closer to selling ETFs, says Sandra […]
Simpler, cheaper alternative to comprehensive plans covers four major conditions
One goal is to reduce the potential for regulatory arbitrage
The OmbudService for Life and Health Insurance has revamped its website with a new suite of online tools
Stewart Wigg, the firm’s co-founder and president since 2001, has stepped down to take on the role as chairman to focus on additional opportunities for Bluesun
The life insurer’s 2018 Elite Producers’ Conference will be its last after a report from CLHIA advised that such conferences contribute to a “perception of a conflict of interest”
Increasing pressure from clients and regulators means advisors will be well served to provide greater disclosure on insurance products and fees sooner rather than later