Insurance

Industry moves: New execs join SLI, Focus Wealth, CI Financial and Conquest Industry moves: New execs join SLI, Focus Wealth, CI Financial and Conquest

Industry News

Industry moves: New execs join SLI, Focus Wealth, CI Financial and Conquest

Plus, Designed Wealth adds advisor and inaugural taxonomy and transition planning council named

By Alisha Hiyate |April 10, 2026

3 min read

Tech roundup: Wealth management platform launches premium tier Tech roundup: Wealth management platform launches premium tier

Industry

Tech roundup: Wealth management platform launches premium tier

Plus, notetaking AI in insurance, BMO's tokenized cash and tech partnerships

By Jonathan Got |April 6, 2026

2 min read

Two financial planning software programs offer new tools Two financial planning software programs offer new tools

Technology

Two financial planning software programs offer new tools

Conquest, Friedmann AI add features like large language model data migration, insurance quotes

By Jonathan Got |April 3, 2026

2 min read

Sun Life lowers interest rates on some policies Sun Life lowers interest rates on some policies

Insurance

Sun Life lowers interest rates on some policies

Changes impact business, personal and legacy products

By Jonathan Got |March 26, 2026

1 min read