En raison de la grève de Postes Canada, il y aura un délai dans la livraison des livres.

Financial advisors are playing a key role in helping seniors deal with pandemic

Many seniors are struggling due to rising costs related to the pandemic. Others are stressed by concerns over their own …

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

Despite the dizzying array of distance sales platforms and tools at their disposal, advisors working during the lockdown…

L&H | May 19 2020 10:40AM
Customer relationship management: financial advisors in the digital age

Do advisors need a CRM solution to manage their clientele efficiently? The Insurance Portal consulted a number of expert…

L&H | 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

Recipients of sudden wealth need advisors who won’t rush things, and who will work with them to create solid financial p…

INVESTMENT | April 03 2020 10:15AM
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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 …

L&H | February 28 2020 03:16PM
New technologies offer promise in the fight against fraud

The life and health insurance industry is delving into data analytics, conferring with other members of the financial se…

SOCIETY | February 27 2020 10:01AM