Leader of Sun Life's retail-focused business on aim to deliver a 'continuum' of client advice and service
Improving broker, advisor, and end-customer experience remains top challenge
Findings highlight need for advisors to reach out to clients affected by mental health issues
Investigations line up with CLHIA-supported industry initiative using AI to spot frauds
More than a quarter have trouble sleeping because of financial stress, according to Scotiabank study
After 2022 dip, new data shows applications starting to pick up
