Plus, other developments in wealth management tech
Despite fears to the contrary, cancer survivors can qualify for a standard rating on life policies
The deal will have no impact on existing advisors, insurer says
Advisors should conduct independent analysis, educate clients, write detailed notes
Improve client engagement by understanding human behaviour
Get ready to move beyond the PDF
Also, wealth firm in Victoria, B.C., adopts d1g1t
Also, a selection of the latest fund news
Advisors value freedom to choose planning software, but tools must be well-integrated when provided by dealers
Kevin Gopaul becomes CIO of REX Financial Canada