News and resources for Canada's top financial advisors
Est. 1998
Industry
Actual assets under management of advisor aren’t always worth purchasing on their own
By Philip Porado |November 25, 2022
1 min read
Potential productivity gains when P&C broker buys an advisory firm
By Philip Porado |November 17, 2022
Life
Retail fund sales remained positive as customers sought cash-equivalent products
By Staff |November 9, 2022
Toronto-based firm provides insurance products and services to doctor clients
By Staff |November 8, 2022
Positive industry trends, not regulatory arbitrage, supported sales last year
By Michelle Schriver |November 2, 2022
4 min read
Some brokers aim to be a one-stop shop for P&C insurance, wealth management and retirement planning
By Philip Porado |October 18, 2022
Also, annuity and seg fund premiums increased 21%
By Staff |September 15, 2022
2 min read
The move follows a regulatory warning earlier this year to stop DSC sales of seg funds
By Staff |September 8, 2022
Inflation is less of a concern in the life insurance sector, report says
By James Langton |September 7, 2022
Products
TD launched a carbon credit ETF, while Equitable Life has 12 new seg funds
By Greg Meckbach |September 1, 2022
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