The good and the bad of MGA tech support for advisors
Some advisors reported challenges when MGAs were intermediaries and required to coordinate with large insurers
Some advisors reported challenges when MGAs were intermediaries and required to coordinate with large insurers
Advisors are generally satisfied with their pay, but some are questioning industry standards of compensation
Some areas, such as tax and estate planning, showed room for improvement
The top-performing families employed a variety of asset management strategies
Tax experts suggest erring on the side of caution
CIRO faces opposition on proposals covering managed accounts and temporary discretionary accounts
Stakeholders are concerned about cost, complexity and lack of imagination
With inflation down a lot, economists foresee the BoC cutting rates four to six times
Glen Rattray has guided clients through many bear markets and crises since joining the investment industry in 1985
Segmenting your clients by revenue rather than assets can provide valuable insights
Editorial: The rule book rewrite shouldn’t simply be an exercise in slimming down the volume of regulations
Eight provinces have top combined tax rates exceeding 50%
After a disastrous 2022, it may be time to go long
