Client engagement

When does a death benefit not pay out? When does a death benefit not pay out?

Life

When does a death benefit not pay out?

Advisors should be as thorough as possible when going through insurance applications with a client

By Kelsey Rolfe |August 8, 2023

3 min read

New FCA regime good for clients, tough on firms New FCA regime good for clients, tough on firms

Regulation

New FCA regime good for clients, tough on firms

Margins, profits to be squeezed as consumer protections boosted

By James Langton |August 3, 2023

3 min read

Working with a financial planner boosts household resilience: study Fallback Image Decorative pattern

Industry

Working with a financial planner boosts household resilience: study

Research commissioned by FP Canada and IQPF measured Canadians’ ability to get through financial hardships

By Staff |July 19, 2023

2 min read

When (you’re told) a new client wants a complicated investment strategy Fallback Image Decorative pattern

Planning and Advice

When (you’re told) a new client wants a complicated investment strategy

Inheriting a client doesn’t mean cutting corners with KYC

By Michelle Schriver |July 19, 2023

4 min read