Insurance advisors must adapt to post-DSC seg fund world
Some advisors have moved from DSCs to seg funds with chargebacks
Some advisors have moved from DSCs to seg funds with chargebacks
The Canadian financial industry will be juggling two major infrastructure projects over the next two years
Proposals from the SEC and ISSB go further than the CSA’s
The 45 firms in the Profit Survey saw their net income decline, on average, by 1% year over year
Helping the industry establish sustainable investment standards is crucial, says Patricia Fletcher
Advisors still value their independence, but firms can be guides and advocates
From product allocation shifts to differences in the average advisor’s profile, notable distinctions were revealed
How financial advisors rated their firms’ performance
The dealers that came out on top adapted more quickly than their peers
Financial advisors’ succession strategies include transferring books to family members and building up their advisory teams
From inflation to technology hurdles, clients at risk have many concerns
Several dealers saw upticks in their ratings after upgrading their statements and client portals, but shortcomings persist
Methodology for the Dealers' Report Card 2022
Lifecos' main digitization priorities are in sales, underwriting and on high-volume health claims
Health monitoring technology can help you offer additional value beyond the death benefit
Tax factors may influence whether a policy is owned corporately or personally
How to invest: Two portfolio managers offer ways to hedge against inflation
Editorial: If the merger results in a more robust, investor-focused SRO, then short-term distractions can be forgiven
Whoever replaces Jason Kenney as UCP leader will face challenges from within the party — and from without
