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The shoemaker’s children

Many advisors neglecting to create a succession plan for their own businesses

Clients begin to move from cash this RRSP season

However, investors are not taking on much risk, as fixed-income funds and balanced funds represent the biggest purchases

  • By: Jade Hemeon
  • February 8, 2010 February 2, 2019
  • 10:23

Insurance to go digital

Move will shave weeks off application process

Regulators target insurers’ use of consumer credit ratings

Provinces and territories to decide independently whether to make legislative changes or to recommend best practices

Dark pools ignite debate

There’s little agreement among industry participants about policing the pools

Has a popular perk for insurance advisors been eliminated?

Two decisions from the Tax Court of Canada appear to limit the effect of the CRA’s own interpretation bulletin (IE:TV)

Canadian banks to face stiffer global rules

Even though domestic banks performed relatively well during the recession, they will also get punished

Winning ways in Vancouver

Long-time B.C. advisor Rusty Goepel steers the Olympic train in the home stretch

Co-operators continues to grow with CUMIS acquisition

Latest deal deepens existing links between credit unions and insurance provider

Peak expands sales force with Promutuel purchase

The acquisition adds $1.5 billion in assets under administration and about 300 advisors and support staff to Peak’s growing team

Canaccord enters the bustling world of ETFs

The new ETF portfolios are designed help investors structure their portfolios according to goals and risk tolerance — for a price

  • By: Jade Hemeon
  • January 26, 2010 January 26, 2010
  • 10:26

Embracing Facebook

Beware of thorny privacy issues

Review of MGA oversight

CCIR to hold spring, autumn meetings

Finance ministers stand pat on pension reform

A recent report went a long way toward quashing federal and provincial finance ministers’ concerns at meeting in Whitehorse

A decade of changes, mainly for the better

The numbers indicate advisors are better off than they were at the start of the decade

Taking over the reins at Assante

New CEO is well known to Assante’s advisors, having held several senior positions at the firm

Tepid growth to continue

2010 economic forecast

Controlling shareholders’ life policies get new treatment

The CRA says it’s merely changing its approach to conform with existing laws (IE:TV)

Weigh House focuses on fee-only model

Firm president Warren MacKenzie sees demand among investors for third-party consulting on their investments

Banks drive growth

Third quarter profit survey

More regulation for planners?

A new report says consumers are confused by current regimes

Protecting retail investors

Various initiatives are underway, but much needs to be done

Is it time to reduce the tax subsidies for RRSPs?

Report says this would be a good way to fund improvements to the retirement income system

A solution to the industry’s ills

Lax enforcement is not the reason rules are ineffective; rather, the problem is largely one of compliance

Sun Life advisors gain access to more products

Deal with National Bank will give Sun Life advisors greater access to debt products, including mortgages, for clients