News and resources for Canada's top financial advisors
Est. 1998
to
Industry
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 Kate McCaffery |June 9, 2006
4 min read
By Steven Lamb |June 8, 2006
3 min read
This Advisor.ca package is sponsored by: Managing General Agencies in Canada comprise a vital distribution channel for the life and health insurance industry. But it’s a channel facing numerous threats. On June 8th and 9th 2005, the Advisor Group hosted a symposium for 100 senior principals of more than 40 MGAs. This special report provides […]
By Staff |July 22, 2005
1 min read
(June 14, 2005) Advisors who find their errors and omissions insurance (E&O) coverage too expensive can take comfort knowing they’re not alone — managing general agencies (MGAs) on the insurance side have the same problem. “Underwriters fear uncertainty, they won’t assume any risk they cannot quantify and they decline the offering they cannot understand,” said […]
By Steven Lamb |June 14, 2005
5 min read
(June 13, 2005) Insurance company sales processes are notoriously behind the times relative to developments in the mutual fund industry. Where mutual fund companies regularly process transactions electronically, many insurance producers routinely file paper-based applications for their clients. Although this part of the industry can be highly resistant to change, managing general agencies (MGAs) are […]
By Kate McCaffery |June 13, 2005
(June 10, 2005) Managing general agencies, by their own admission, are an incredibly splintered group. To the outside observer, the business model MGAs have created for themselves appears competitive to the point of dysfunction. Cost downloading and increased pricing pressures from the insurance carriers however could be the catalyst needed to create unity and cooperation […]
By Kate McCaffery |June 10, 2005
(June 9, 2005) Advisors selling insurance enjoy a good relationship with their managing general agencies (MGA), despite communications gaps on issues such as compensation and compliance, according to new research conducted by NewLink and the ADVISOR Group. Fifty-six per cent of advisors surveyed use only one MGA. While some used more than one, there was […]
By Steven Lamb |June 9, 2005
Other major top-level shifts have occurred at CIBC and the Ontario Securities Commission
By Katie Keir |March 7, 2024
Life
Provincial regulator is attempting to identify hidden risks and set a baseline for business practices
By Jonathan Got |March 4, 2024
New firm Delisle Advisory Group named a COO, plus more executive and advisor shifts
By Katie Keir |February 2, 2024
Regulation
The Ontario regulator discussed proposed licensing suitability guidance during a webinar on Wednesday
By Michelle Schriver |January 17, 2024
Licensee was contracted with one of three MGAs reviewed for tiered recruitment model
By Michelle Schriver |January 11, 2024
2 min read
We use cookies to make your website experience better. By accepting this notice and continuing to browse our website you confirm you accept our Terms of Use & Privacy Policy.