Being clear about the dividend scale is part of the conversation
The regulator maintains the LLQP likely won't meet the standard for "financial advisor"
The Ontario regulator proposed a central registry of title users and shorter transition periods
About 40% were escalated for further investigation
Also, GWL subsidiary Canada Life describes its new distribution platform for advisors
Experts at an InvestorCOM webinar discussed how firms are preparing for the client-focused reforms
A session at the IFB Spring Virtual Summit offered insights for advisors
At the FMFD's digital conference, a litigation expert discussed data privacy tips and why communication with seniors is paramount
ALDAs would allow payment deferral to age 85
Conflicts-related CFRs were discussed by Agora at the FMFD conference