Survey says handheld devices make advisors more effective
Intestacy rules in several provinces do not provide for same-sex partners
New program combines sales ideas with technical know-how
The FPSC is urging individual financial planners to get involved in lobbying for recognition as a profession
Despite tax changes, these trusts can be useful in certain estate planning scenarios
Advisors can help clients consider additional risks as they approach retirement
Product innovation is critical for the industry to maintain and grow market share
Consumers expect to get instantaneous service and information from companies online, particularly via mobile devices
Industry panel debates the best approach for advisors and firms to take
Living Protection geared towards clients who want a smaller amount of coverage