Great article from Investment Executive featuring FindBob’s CEO, Roland Chan, and his talk at the 2021 IFB Spring Summit on tips for buying and selling a book.
Mutual Funds and links to government programs:
Canadian Federation of Independent Business (CFIB): Government programs and information helpline: https://www.cfib-fcei.ca/en
Life/Health insurance licensees should refer to the website of the insurance regulator in the province/territory they are licensed in to keep up-to-date on any changes affecting license renewals, and other regulatory guidance.
Canadian Life and Health Insurance Association: Covid updates
IFB’s Director of Policy and Regulatory Affairs contributed to this article published on Advisor.ca on the risks for advisors in the event of a privacy breach.
IFB is pleased to provide you with access to Asset TV’s recently released interview with Peter Wouters, Director of Tax, Retirement & Estate Planning Services at Empire Life, who discussed the growing interest in guaranteed lifetime income and the role of the advisor in finding appropriate solutions, at IFB’s Toronto Spring Summit. Asset TV was the digital media sponsor of the IFB Summit.
Susan Allemang, IFB’s Director of Policy & Regulatory Affairs, was quoted in an article published in the Globe Advisor: “Carrying dealers becoming essential to independent advisors”.
“Independent advisors face a lot of competitive forces that are coming from robo-advisors, the banks and the very large, integrated [wealth-management] firms,” she says. “It’s a difficult situation because there is a lot of pressure on the independent channel.”
To read the full article published by Globe Advisor, click HERE
Click HERE to read the press release from CLHIA