Home Megan Harman

Although the shift toward digital is having an impact on clients’ expectations, they still value relationships with advisors more than clients in any other country

  • November 28, 2017 November 28, 2017
  • 16:55

The State Farm Canada operations acquired almost three years ago will be rebranded as Desjardins Insurance beginning next May

  • November 21, 2017 November 21, 2017
  • 15:30

With creditors’ insurance products having faced scrutiny for many years, CAFII’s website features a list of FAQs aiming to address those concerns

  • November 14, 2017 November 14, 2017
  • 12:15

Provinces take different approaches to controversial practice

  • November 14, 2017 January 17, 2018
  • 01:00

With interest rates beginning to inch higher after ultra-low levels over the past several years, generating decent returns from a fixed-income portfolio remains a challenge

  • November 14, 2017 January 20, 2018
  • 00:50

The regulator will begin sending out questionnaires to some advisors who are deemed to be higher risk to determine if they need a more in-depth compliance review

  • November 7, 2017 January 18, 2018
  • 15:00

Banning commissions could reduce access to financial advice while proposed tax changes could have a severe impact on business owners, Joe Oliver argues

  • November 7, 2017 November 7, 2017
  • 14:00

Infractions range from the use of blank forms signed in advance by the client to actively signing the client’s name

  • November 7, 2017 January 23, 2018
  • 12:03

The insurer will stop accepting new applications at the end of the month

  • November 6, 2017 November 6, 2017
  • 17:30

Michael Doughty will succeed Rino D’Onofrio as chairman for 2018

  • November 6, 2017 November 6, 2017
  • 15:25