News and resources for Canada's top financial advisors
Life
New guidelines adopt global banking regulators' standards
By James Langton |July 26, 2023
2 min read
Clients can see annuities as an attractive alternative to managing their own retirement investments
By Rudy Mezzetta |July 13, 2023
Par life accounts eventually benefit from higher interest rates
By Greg Meckbach |June 21, 2023
3 min read
Deal adds investment counsel portfolio managers to Canada Life
By Greg Meckbach |June 13, 2023
Avoid bloopers when designating a charity as policy beneficiary
By Kevin Wark |June 2, 2023
5 min read
Industry
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
Advisor chargebacks need robust controls, CCIR and CISRO said
By James Langton |May 15, 2023
Ahead of the proposed DSC ban for seg funds, a familiar refrain is in play
By Michelle Schriver |May 12, 2023
Almost half of high-risk agent reviews found best-practice failures
By James Langton |May 2, 2023
Advisors should “show a less rosy picture” than the DSIR
By Greg Meckbach |April 28, 2023
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