Care needs, living benefits were topics at IFB’s fall summit
Positive industry trends were the most prominent factors
Advisors discuss the need to prepare for tough times
Significant product changes offer opportunities to engage clients, get to know them better and address suitability
The move follows a regulatory warning earlier this year to stop DSC sales of seg funds
New designation approved by FSRA has requirements very similar to those of SROs
Draft legislation includes expanded SBD access, definition of substantive Canadian-controlled private corporation
Self-reported financial skills aren't backed by evidence, a CPA Canada survey finds
International work experience will also be recognized