Group insurance in the COVID-19 era

The COVID-19 pandemic has changed the way Canadians consume group insurance services. Suppliers and insurers have had to

LIFE INSURANCE | June 25 2020 10:30AM
Financial advisors are playing a key role in helping seniors deal with pandemic

The COVID-19 pandemic is having a range of impacts on Canada’s seniors. Many, living on tight budgets, are now strugglin

SOCIETY | June 17 2020 09:20AM
COVID-19 highlights email vulnerability

As distance sales become de rigueur, cybersecurity experts are urging advisors to avoid gathering clients’ information b

LIFE INSURANCE | May 19 2020 10:40AM
Customer relationship management: financial advisors in the digital age

Many financial advisers still conduct their business without using a customer management system, commonly called CRM (Cu

LIFE INSURANCE | May 14 2020 02:11PM
Brokerage growth strategies: P&C brokers set sights high

The property and casualty insurance distribution network is experiencing rapid consolidation. Insurance Portal spoke wit

P&C | April 17 2020 10:20AM
Navigating sudden wealth requires a solid plan

At a time when family and friends will all have an opinion about what they should do with their money, recipients of sud

INVESTMENT | April 03 2020 10:15AM
Dwindling interest in classroom continuing education raises concerns

Dave Patriarche says he was shocked when he realized there are a number of financial advisors out there who simply have

LIFE INSURANCE | February 28 2020 03:16PM