Special Reports

Working with robo-advisors

June 28, 2016 Fiona Collie

Wealth transfer: Advisors need to help open lines of communication

June 27, 2016 Peter Drake
Wealth transfer: Advisors need to help open lines of communication

The importance of meeting face to face

June 27, 2016 Dan Richards, Ellen Bessner
The importance of meeting face to face

Uncovering underserved insurance markets

June 23, 2016 Tessie Sanci

Estate Planning: The in-between time

June 23, 2016 Peter Drake
Estate Planning: The in-between time

New demands on boomers pressure legacy and retirement plans

June 21, 2016 Peter Drake
New demands on boomers pressure legacy and retirement plans

Power of attorney: What advisors need to know

June 20, 2016 Dan Richards, Ellen Bessner
Power of attorney: What advisors need to know

IFIC urges Ontario to lead national collaboration on financial planning rules

June 17, 2016 James Langton
Industry applauds Sousa’s regulatory proposals

Three things to consider when selling your book

June 13, 2016 Dan Richards, Ellen Bessner
Three things to consider when selling your book

Insurance advisors urged to adopt CRM2 principles

June 2, 2016 Megan Harman

POAs on the radar of regulators

June 2, 2016 Megan Harman
POAs on the radar of regulators

Advisors could play key role in helping clients prepare for major health risks

June 1, 2016 Megan Harman