June 2021

News

Regulators have become increasingly concerned about the “meme stock” phenomenon

Tashia Batstone will lead the organization as title regulation takes effect

Companies are facing increased pressure, but gaps remain in diversity data

Insiders say some charities could be hurt by a larger quota

The federal government hasn’t given up on addressing systemic risk at the national level

While results were largely stronger than a year ago, quarter-over-quarter earnings were down for 16 firms

Insurance Guide

Being clear about the dividend scale is part of the conversation

Learn the pros, cons and intricacies of these often misunderstood products

Boomers are using permanent life insurance to leave a multigenerational legacy

Consider this strategy for business-owner clients who have whole life insurance

Carefully examine a book’s attributes and product mix before purchasing

Dealers’ Report Card

Despite pandemic challenges, firms delivered steady support

How financial advisors rated their firms

Mutual fund advisors’ books shrank, but productivity increased

Advisors are largely happy with their grids, even with firms turning more attention to fee-based platforms

Several firms revamped their business development programs, but advisors still have gripes

Even the lowest-rated firms made progress in improving their product shelves

The pandemic showcased the importance of strong leadership

Even the most independent advisors appreciated hearing from their dealerships over the past year

Focus on Products

Although U.S. stocks have performed well, valuations are looking pricey

Building Your Business

Peter Simons brings a passion for teaching to CPN Financial Services, a business his father established

Comment & Insight

Editorial: Can the investment industry convert fun-loving Redditors into long-term investors?

Ottawa is missing in action on the red-hot housing market