Industry News

Don’t cross the line

Every time you reach out to clients, they judge the value of your service. They’re busy, so contacting them too often can get you labelled as a stalker; but how do you know how much communication is enough? Many advisors say they call or email clients every three months without fail to review portfolios, but […]

By Suzanne Sharma |April 26, 2013

2 min read

Canada’s insurance industry will survive, says Moody’s

The outlook for Canada’s life insurance industry is stable, says a new report by Moody’s.

By Staff |April 26, 2013

1 min read

What drives the costs of benefits plans?

It's hard for administrators to control benefits plans costs and enhance employee value simultaneously.

By Staff |April 26, 2013

1 min read

Firm’s IIROC membership terminated

On April 18, 2013, a hearing panel of the Investment Industry Regulatory Organization of Canada (IIROC) accepted a settlement agreement between IIROC staff and Jory Capital.

By Staff |April 26, 2013

1 min read