Life and health insurance

Québec hands mutual fund oversight to CIRO as new insurance chamber takes effect

Recognition order splits regulatory duties between CIRO and AMF from now on

Québec hands mutual fund oversight to CIRO as new insurance chamber takes effect

Longevity may not have a single solution, but can annuities help?

Rohit Thomas shares the pressure that long life expectancy puts clients under, outlines opportunities for advisors

Longevity may not have a single solution, but can annuities help?

Structured products in retirement planning: when do they make sense?

Evan Riddell of Richardson Wealth explains why structured products aren’t core to his approach, but outlines the cases where they can be used effectively

Structured products in retirement planning: when do they make sense?

How advisors can use institutional strategies for the retail channel

Structured products, aimed at DC plans, address many of the fundamental decumulation and behavioural issues that retail clients need their portfolios to manage

How advisors can use institutional strategies for the retail channel

Designing insurance for the real advisor

BMO Insurance’s Rav Bharania and Nicole Kennedy on fixing advisor friction and scaling change

Designing insurance for the real advisor

Advisors explain their KYP strategies

With thousands of products to choose from, advisors share how they filter, compare, and find the right fits

Advisors explain their KYP strategies