Advisors and firms should ensure they are implementing the recommended practices involving powers of attorney and senior clients
The chances of clients having a disability, critical illness or need for long-term care, which can have very damaging financial impacts, are higher than most realize
Connor, who has been president and CEO of Sun Life Financial since 2011, replaces Marry Forrest, who was elected as chairwoman in June 2015
Parrott is leaving her position as the organization’s executive director after 18 years on the job. She will be staying on until the end of the year to assist recruiting a successor
To reach audiences today, you have to radically change the way you communicate
Financial Horizons Inc. plans to become a full-service financial services institution
For clients who find themselves in their 50s without adequate savings or retirement plans, there is hope. But these clients have to do what they neglected to do in the past: Save
Although some firms are doing a better job on technology, the "satisfaction gap" in this category suggests much work is needed
The acquisition of the Calgary-based small business benefits provider was a natural fit for PPI Benefits, which provides businesses with benefits products and services
With clients and their expectations evolving, the insurance industry and advisors have to adjust to the new reality by re-examining long-standing traditions