News and resources for Canada's top financial advisors
Life
Loke replaces Robert Bradley as head of the insurance regulators' association
By Staff |April 24, 2023
2 min read
Final rules for a ban beginning June 1 were sent to the finance minister for approval
By Greg Meckbach |April 19, 2023
Industry
Supervision framework “largely based on delegation to upline agents,” regulator alleged
By Greg Meckbach |April 6, 2023
Canada Life product addresses insurance-trafficking concerns that have previously dogged donations of life insurance
By Melissa Shin |March 30, 2023
4 min read
Causes of SVB failure unique to banks but some life insurance contracts with investment features are liquid, report says
By Greg Meckbach |March 21, 2023
A FSRA review resulted in 445 letters of warning for failing to complete continuing education hours
By Staff |March 9, 2023
Protecting independence of advisors was “foremost” in the decision, BridgeForce co-presidents said
By Staff |February 2, 2023
1 min read
Consider how to best leverage the special death benefit
By Pierre Ghorbanian |January 30, 2023
6 min read
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
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