News and resources for Canada's top financial advisors
Life
Par life accounts eventually benefit from higher interest rates
By Greg Meckbach |June 21, 2023
3 min read
Technology
Firm uses AI to select products and identify clients at risk of leaving
Industry
Ottawa is trying to prevent forced labour in supply chains through further transparency, an RIA conference speaker said
By Greg Meckbach |June 20, 2023
2 min read
Deal adds investment counsel portfolio managers to Canada Life
By Greg Meckbach |June 13, 2023
Planning and Advice
There’s more to ESG discussions than asking investors what they want to avoid
By Greg Meckbach |June 8, 2023
Without open banking, Canadians' data is at greater risk when they use unregulated apps
By Greg Meckbach |June 1, 2023
Clients now get protection for at least 90% of their death benefits, seg fund guarantees and other coverages if their life insurer fails
By Greg Meckbach |May 29, 2023
1 min read
The breach, which affected clients of InvestorCOM, has compromised information related to Empire Life's seg funds and mutual funds
By Greg Meckbach |May 25, 2023
Ban should apply in provinces that have yet to announce it, regulators say
By Greg Meckbach |May 19, 2023
May 8, 2024|5 min read
March 20, 2024|5 min read
May 7, 2024|4 min read
March 7, 2024|4 min read
February 15, 2024|3 min read
December 20, 2023|3 min read
Tax & Estate
January 17, 2024|4 min read
October 26, 2023|4 min read
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