Raymond James names a new head of investment strategy, while iA shakes up its executive team
Advisor chargebacks need robust controls, CCIR and CISRO said
Ahead of the proposed DSC ban for seg funds, a familiar refrain is in play
Within wealth management, retail net inflows dropped 80%
A study of programs in other countries provides insights for Canada, the National Institute on Ageing says
Almost half of high-risk agent reviews found best-practice failures
One in 10 Canadians, many lacking employer-sponsored disability coverage, work in the gig economy
Loke replaces Robert Bradley as head of the insurance regulators' association
Final rules for a ban beginning June 1 were sent to the finance minister for approval
Causes of SVB failure unique to banks but some life insurance contracts with investment features are liquid, report says