Wealth Professional forum is the place for positive industry interaction and welcomes your professional and informed opinion.

Notify me of new replies via email
Wealth Professional | 08 Jul 2016, 08:15 AM Agree 0
WealthBar’s announcement marks the first time a financial technology company in Canada has offered a full-service, low-cost group plan
  • John Wallace | 08 Jul 2016, 11:39 AM Agree 0
    Sun Life offers group RRSPs, DCPPs and DPSPs which in many cases charge much less than 1% in fees PLUS free consultations (and financial planning) with a licenced Financial Advisor.
    So, I'm not sure what all the fuss is about.
  • CG | 08 Jul 2016, 02:28 PM Agree 0
    Most insurance companies provide this level of service however the fee structure is usually based on cash flow or volume of assets so maybe this is the catalyst position. Otherwise it's left to the servicing advisor to do the heavy lifting when it comes to service with support from the respective carrier so we all need to do our part 100 percent. The race to the bottom is not the answer.
Post a reply