News and resources for Canada's top financial advisors
Est. 1998
Life
Although there are tools to help, financial advisors still say it’s best to maintain updated information
By Jonathan Got | August 30, 2023
3 min read
Industry
Rising interest rates led to drops in net income for Great-West Lifeco and Sun Life
By Staff | August 11, 2023
2 min read
Advisors should be as thorough as possible when going through insurance applications with a client
By Kelsey Rolfe | August 8, 2023
Regulator issues proposed guidance for public comment until Aug. 25
By Staff | July 31, 2023
1 min read
New guidelines adopt global banking regulators' standards
By James Langton | July 26, 2023
Clients can see annuities as an attractive alternative to managing their own retirement investments
By Rudy Mezzetta | July 13, 2023
Par life accounts eventually benefit from higher interest rates
By Greg Meckbach | June 21, 2023
Deal adds investment counsel portfolio managers to Canada Life
By Greg Meckbach | June 13, 2023
Avoid bloopers when designating a charity as policy beneficiary
By Kevin Wark | June 2, 2023
5 min read
Clients now get protection for at least 90% of their death benefits, seg fund guarantees and other coverages if their life insurer fails
By Greg Meckbach | May 29, 2023
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