FREE Membership Sign in

JavaScript is disabled in your browser.

In order visualise this page, please follow these steps.

Investment industry advice panel discusses future trends

By Kate McCaffery | Nov. 6, 2023, 10:55 a.m.

Photo: Pexels | RODNAE

The transformation of planning could include real-time decision-making assistance in the future.

This article is reserved to PRO Level subscribers

Discover the PRO Level

The most popular in Investment

Sanctions for pre-signed forms levied against former Fredericton rep

Pension funding rises in March

Insurers express increased appetite for private market investments

Make your business shine with Visibility360!

Get a PDF version to share in your networks.

I'm interested

Headlines

Fallout of a cyber catastrophe modelled by reinsurer

Average fund fees declined following implementation of disclosure rule amendments

Close to one-in-ten seniors worked out of necessity in 2022

Related topics …

Flash

Fallout of a cyber catastrophe modelled by reinsurer

Average fund fees declined following implementation of disclosure rule amendments

Close to one-in-ten seniors worked out of necessity in 2022

Wholesalers have growth ambitions

CAPITAL GROUP

High rates: Caution and optimism coexist

Investment in 2023: Signs of a recession prompt calls for caution

Plans improve liabilities, but returns plunge

COVID-19 and inflation still weighing down markets

MANULIFE

Insurers pushing their limits in accelerated underwriting

A veteran of the Client Management Software industry returns

Manulife reinsures $5.8 billion of reserves for block of universal life business

Water risks are an opportunity for investors

THE INVESTMENT FUNDS INSTITUTE OF CANADA (IFIC)

Exchange traded fund assets reach their highest total ever in 2023

Representative suspended two months, issued $28,000 fine for pre-signed forms

Most popular investment articles of 2023

Investment: A look at international regulation could inform Canadian approach

RBC

Your client’s concerns in 2024

RBC Wealth Management's first-quarter earnings down 27 per cent

Consumer sentiment scores show significant improvement

Insurers coordinate to execute annuity buy-out deal for Ford of Canada

Distribution

Casualty rates excluding auto liability decline at the start of 2024

Direct simplified issue offerings benefit advisors eventually

Income inequality gap widens in 2023

Harnesssing group insurance data: The Power of statistics

Investment

Tips for increasing your firm’s value

Pension funding rises in March

Insurers express increased appetite for private market investments

iA Financial acquires Laurentian Bank’s full-service brokerage division

Strategy

Race to insure electric vehicles could change the industry

Insurers boosted by simplified issue insurance sales

Insurer divests U.S. business to focus on Canada

Quebec flood zone map raises concerns even before its release

Analytic

National Flood Insurance Program promised again in budget

Embracing artificial intelligence is crucial for industry

New tool available to help municipalities mitigate flood risk

Six out of ten workers not performing to their full potential