News and resources for Canada's top financial advisors
Est. 1998
Industry
Desjardins' appeal rejected as insurer failed to prove fraud on life application
By James Langton |January 27, 2023
2 min read
Life
Insurance regulators ponder seg fund upfront commissions
By Greg Meckbach |January 27, 2023
3 min read
FSRA also reiterated that it wants clients to be protected from seg fund deferred sales charges, regardless of when the funds were purchased
By Greg Meckbach |January 20, 2023
Economic Indicators
Rising interest rates should boost life insurers’ portfolios in the longer term
By Maddie Johnson |January 18, 2023
Greatway must also send its universal life policyholders information to assist them in assessing the policy's appropriateness
By Melissa Shin |December 22, 2022
Desjardins said it plans to operate the three companies as standalone entities
By Staff |November 30, 2022
Proposal would eliminate regulatory arbitrage between seg funds and mutual funds
By James Langton |November 25, 2022
Changes include executive shifts at iA Financial Group related to wealth division
By Katie Keir |November 18, 2022
The younger you are, the more affordable the coverage is
By Maddie Johnson |November 11, 2022
Net inflows in retail wealth management dropped by 87%
By Staff, with files from The Canadian Press |November 10, 2022
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