Industry News

Pitching disability coverage

Picture this: You have a client - 10 years away from retirement - who comes to you for retirement advice. You spend several hours, maybe a full day with him, going over many different retirement scenarios.

November 21, 2011

3 min read

Risk brings clients back to insurance

There's nothing like good a dose of market volatility to focus the minds of clients on risk management. While there are limits to the amount of protection you can place on their investment portfolios, the risks in their overall financial plan can be addressed with insurance.

By Raf Brusliow |November 18, 2011

4 min read

OSC, FINRA sign cooperation deal

The Ontario Securities Commission (OSC) has entered into a memorandum of understanding with the Financial Industry Regulatory Authority (FINRA) to facilitate the exchange of information on regulated entities that operate across the U.S.-Canadian border.

By Staff |November 18, 2011

1 min read

PRPPs: New vehicle, same old problems

The newly re-introduced Pooled Retirement Pension Plan (PRPP) may be touted as the cure-all for all Canada's flailing retirement savings system, but a rather unimpressed advice industry regards it as just another tool.

By Vikram Barhat |November 18, 2011

3 min read