An industry expert urged advisors to step up their game during IAFP's 2021 symposium
Clients' concerns range from broad social and fiscal spending to potential tax changes
An Evolve survey suggests advisors are positive on ETFs as a whole, with thematic funds topping the list
CWB and Meridian will continue to offer outside products
The SRO has elected to maintain more prescriptive guidance around KYC reviews
One weak area was application processing for prospective mortgage brokers and insurance agents
Residential investment has far outpaced business investment
The swap is effective June 14, with outgoing leader Dave Kelly providing guidance until September
In a volatile year, behavioural coaching was crucial
New research from DBRS Morningstar highlights how growing ESG interest is playing out in the insurance space