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MGAs put tech on the front burner Insurance advisors want more from their MGAs Retirement boom fuels new investment strategies It’s the stories that sell CI More Conference Collection: It’s the stories that sell CI Retirement boom fuels new investment strategies Insurance advisors want more from their MGAs MGAs put tech on the front burner […]
By Doug Watt |June 15, 2006
3 min read
In an ever more litigious society, managing general agencies need to improve documentation and communications with advisors and clients to bolster their defence, says one of Canada’s top financial services litigators. “Fundamentally, good communications is good compliance,” said Harold Geller, speaking at the second annual Advisor Live MGA conference in Collingwood, Ontario. “That’s what the […]
By Steven Lamb |June 12, 2006
2 min read
Ottawa sends “clear signal” on insurance sales in banks MGAs put tech on the front burner Insurance advisors want more from their MGAs Retirement boom fuels new investment strategies It’s the stories that sell CI More Conference Collection: It’s the stories that sell CI Retirement boom fuels new investment strategies Insurance advisors want more from […]
By Deanne Gage |June 8, 2006
4 min read
By Kate McCaffery |June 6, 2006
Living Benefits
(May 2006) Sam Albanese probably does not have as many plans for summer vacation as other insurance industry veterans. He is working his way toward launching the Certified Financial Service Practitioner program currently scheduled for September at Toronto’s Seneca College of Applied Arts and Technology. Albanese positions the program as relief for the insurance companies, […]
By Al Emid |May 9, 2006
There has been growing concern in the insurance industry for the past few years that recruitment levels have fallen short of expectations. With the current cohort of insurance brokers rapidly approaching retirement age, Canadians could soon struggle to find a qualified agent. To address this problem, Hub Financial is teaming up with Empire Life to […]
By Steven Lamb |April 20, 2006
(March 31, 2006) A Quebec man who operated an income tax filing service has been slapped with a 12-month prison sentence and a $533,251 fine after pleading guilty to tax evasion charges. A CRA investigation revealed that between 1997 and 2002, Christian Avard, operating under the business name Le Pro de l’impot, encouraged many of […]
By Staff |March 27, 2006
16 min read
Mackenzie Financial is closing the Cundill Recovery Fund to new purchases, effective April 7, 2006.The fund has a mandate to invest in equity and fixed income investments, in recovery or turnaround situations, that meet Cundill’s contrarian, deep value philosophy. “It has been increasingly difficult to find bargain issues on a global basis that have made […]
By Staff |March 20, 2006
13 min read
(February 17, 2006) Fears of poor governance among income funds is greatly overblown, according to an study by SECOR Consulting, commissioned by the Real Property Association of Canada (REALpac) and the Canadian Association of Income Funds (CAIF). In fact, the study finds governance to be comparable to corporations. “At a time when corporate governance across […]
By Staff |February 13, 2006
10 min read
(December 16, 2005) Arrow Hedge Partners says the new Arrow Japan Long/Short Fund is now available for purchase. The equity hedge fund uses a long/short strategy, focused on generating absolute returns by investing in Japanese stocks. The portfolio is relatively concentrated, with 70 to 90 positions held at any one time, Arrow says. “We believe […]
By Staff |December 12, 2005
12 min read
The Canadian Council of Insurance Regulators (CCIR) and the Canadian Insurance Services Regulatory Organizations’ (CISRO) Industry Practice Review Committee have released a summary of responses to a much debated consultation paper published this summer, and the results embody the frustration the industry has with the review. An overwhelming number of industry stakeholders questioned the need […]
By Mark Brown |November 11, 2005
The insurance industry is at a “critical juncture” when it comes to regulation, experts say. Regulators are keenly interested in efforts aimed at greater disclosure and transparency, so much so that they have issued consultation papers suggesting such principles be written into law. The industry on the other hand has come back saying such changes […]
By Kate McCaffery |November 3, 2005
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