News and resources for Canada's top financial advisors
Est. 1998
Life
Advisor chargebacks need robust controls, CCIR and CISRO said
By James Langton | May 15, 2023
2 min read
Ahead of the proposed DSC ban for seg funds, a familiar refrain is in play
By Michelle Schriver | May 12, 2023
Almost half of high-risk agent reviews found best-practice failures
By James Langton | May 2, 2023
Advisors should “show a less rosy picture” than the DSIR
By Greg Meckbach | April 28, 2023
3 min read
Loke replaces Robert Bradley as head of the insurance regulators' association
By Staff | April 24, 2023
Final rules for a ban beginning June 1 were sent to the finance minister for approval
By Greg Meckbach | April 19, 2023
Industry
Supervision framework “largely based on delegation to upline agents,” regulator alleged
By Greg Meckbach | April 6, 2023
Canada Life product addresses insurance-trafficking concerns that have previously dogged donations of life insurance
By Melissa Shin | March 30, 2023
4 min read
Causes of SVB failure unique to banks but some life insurance contracts with investment features are liquid, report says
By Greg Meckbach | March 21, 2023
A FSRA review resulted in 445 letters of warning for failing to complete continuing education hours
By Staff | March 9, 2023
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