News and resources for Canada's top financial advisors
Life
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
Living Benefits
The collaboration aims to promote better health outcomes within group benefits
By Staff |January 26, 2023
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
2 min read
Greatway must also send its universal life policyholders information to assist them in assessing the policy's appropriateness
By Melissa Shin |December 22, 2022
Industry
Quebec regulator proposes $5,000 penalty if insurers charge DSCs for seg funds
By Greg Meckbach |December 16, 2022
The regulators concluded that some incentive practices may present risks to the fair treatment of customers
By Staff |November 30, 2022
Actual assets under management of advisor aren’t always worth purchasing on their own
By Philip Porado |November 25, 2022
Proposal would eliminate regulatory arbitrage between seg funds and mutual funds
By James Langton |November 25, 2022
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