Keyword: Insurance advisors

143 results found
2019 Insurance Advisors' Report Card

How advisors rated their agencies

The segment's veteran advisors are still driving business activity

There was criticism across all firm types this year

Compliance requirements are growing for insurance advisors

  • By: Leah Golob
  • September 20, 2019 October 31, 2019
  • 00:11

To help advisors in the holistic space, agencies must continue to invest in support

Allegations involve improper calculations of vacation and public holiday pay

  • By: IE Staff
  • April 23, 2019 October 17, 2019
  • 13:06

A varied, international education gives Ahilan Balachandran a unique perspective on financial services

Question of whether Industrial Alliance reps are employees or contractors punted back to Tax Court

Course helps independent advisors create and maintain a FINTRAC compliance regime

  • By: IE Staff
  • June 18, 2018 July 22, 2019
  • 10:30

An important way for firms to improve the retention of insurance advisors is to provide management responsibilities