Industry News

Communication lessons from the employee benefits sector

(May 24, 2005) A new drug company survey reveals a number of interesting attitudes and opinions Canadians have about their public and private healthcare plans. The report will likely be most interesting to plan administrators who are trying to strike a fine balance of costs and coverage, but advisors could also benefit from some of […]

By Kate McCaffery |May 24, 2005

3 min read

MFDA progressing on member reviews

(May 24, 2005) We’re just making the rounds. So says MFDA vice president for compliance Karen McGuiness regarding her association’s promise to regulators that all member firms will be reviewed by December, 2005. “Some branches are worried we’re out on a witch hunt,” she says. “We’re not. If we find something that warrants referral to […]

By Philip Porado |May 24, 2005

4 min read

Advice for clients’ vacation dollars

(May 20, 2005) With the first summer holiday weekend upon us, many clients will be thinking about how to spend their vacation dollars. Travelling and buying vacation properties are two popular considerations that come up with the temperature. In both cases, there is a list of unique details to think about that will affect the […]

By Kate McCaffery |May 20, 2005

4 min read

Insurance agents told to prepare for disclosure

(May 20, 2005) Like it or not, regulations requiring full disclosure of compensation is coming to the insurance industry, according to a leading consultant. “If you look at the direction things are going in the U.S., what we really are entering is an environment where very likely commission disclosure is coming,” says Byren Innes, senior […]

By Staff |May 20, 2005

5 min read