Now is the time for advisors to articulate what it is that they do for clients and how they deal with risk management and retirement planning
The insurer will also discontinue various premium options for Living Care
FPSC investigation highlights advisor behaviors that generates client complaints
Two TD managers outline their strategies
Deleveraging will likely happen in 2015 when interest rates rise, economist tells CIFPs annual conference
The CCIR issues its strongest call yet for greater oversight of MGAs by insurers. But MGAs say the changes could be burdensome
There has been a shift in the expectations advisors have about their firm's promotional tactics in this post-financial crisis environment now, firms' branding strategies are becoming more important, as is marketing support for advisors' practices
Danielle Boulet, chairwoman of the Canadian Council of Insurance Regulators, says CCIR wants to formalize the industry’s long-standing concern about fair treatment of clients
Providing material that people can respond to will result in the greatest amount of engagement — and people visiting your business’s Facebook page