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
Industry
Within wealth management, retail net inflows dropped 80%
By Staff, with files from The Canadian Press |May 11, 2023
A study of programs in other countries provides insights for Canada, the National Institute on Ageing says
By Staff |May 5, 2023
Almost half of high-risk agent reviews found best-practice failures
By James Langton |May 2, 2023
Living Benefits
One in 10 Canadians, many lacking employer-sponsored disability coverage, work in the gig economy
By Greg Meckbach |April 26, 2023
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
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
Research finds financial fallout of Fort McMurray wildfire comparable to global financial crisis
By James Langton |March 10, 2023
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