News and resources for Canada's top financial advisors
Life
Regulator follows CISRO, FSRA with tougher exam administration policy
By James Langton |May 28, 2024
1 min read
The global brokerage's latest acquisition is Zavitz Insurance and Wealth
By Staff |March 6, 2024
Provincial regulator is attempting to identify hidden risks and set a baseline for business practices
By Jonathan Got |March 4, 2024
Targeted questions, simplified requirements are part of the changes
By Staff |February 26, 2024
2 min read
Licensee was contracted with one of three MGAs reviewed for tiered recruitment model
By Michelle Schriver |January 11, 2024
While the 2024 outlook is stable, the rating agency warned about impairments from private credit and real estate investments
By Jonathan Got |December 11, 2023
High rates and demand led the firm to re-enter the market five years after exiting
By Mark Burgess |November 20, 2023
Understand the alternative minimum tax’s impact
By Kevin Wark |October 18, 2023
4 min read
The complexity of such an arrangement necessitates cooperation between financial advisors and accountants, experts say
By Michael McKiernan |October 4, 2023
5 min read
The clampdown includes the sale of unsuitable universal life policies
By Michelle Schriver |October 3, 2023
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