Report Cards

Special Reports

Insurers experiencing big drop in sales this year

June 8, 2017 Megan Harman
Insurers experiencing big drop in sales this year
Special Reports

Provincial insurance regulators look to improve oversight of advisors and MGAs

June 8, 2017 Megan Harman
Dealers’ Report Card 2017

Slideshow: How the average advisor at each dealer is performing

June 7, 2017 James Langton
Special Reports

CIFPs 2017: Advisors lack framework for risk tolerance assessment

June 6, 2017 Shawn Brayman
CIFPs 2017: Advisors lack framework for risk tolerance assessment

Dealers’ Report Card 2017: Editors discuss results

June 2, 2017 Fiona Collie, Pablo Fuchs
Dealers’ Report Card 2017: Editors discuss results
Special Reports

Advisors need to counter growing threat of robo-advisors

June 1, 2017 Megan Harman
Mandeville, Smart Money introduce WealthPort service
Special Reports

CIPFs 2017: Design asset allocation to achieve clients’ goals

June 1, 2017 Kevin Headland
CIPFs 2017: Design asset allocation to achieve clients’ goals
Special Reports

Securing client business with insurance

May 31, 2017 Rudy Mezzetta

Small clients are safe with dealers

May 31, 2017 Latifa Abdin

Advisors pleased with products

May 31, 2017 Sophie Allen-Barron

A magic formula for the back office

May 31, 2017 Jennifer Cheng

Having a voice matters to advisors

May 31, 2017 Fiona Collie