In this week’s Ruta’s Rules, Jim Ruta, managing partner and chief sales officer, InforcePRO, lists the top 10 life and lifestyle questions essential to an effective life insurance portfolio review.
Insurance advisors answered multiple-choice questions about their industry experience for this inaugural research
Housing costs are a growing worry, BMO index finds
New funds hold several big names found in broad U.S. stock indexes
Effective communication, whether digital or in person, remains key to strong client/advisor relationships
The Dynamic Precious Metals Fund has outperformed its category and index over one, three, five and 10-year periods
Ginette Petitpas-Taylor named president of the Treasury Board, Élisabeth Brière becomes national revenue minister
Trio of firms sanctioned for regulatory reporting issues
ETF net sales set a year-to-date record