1+ hour, 2+ min ago  (201+ words) Revisions address growing retail exposure to illiquid assets, market stress Amid growing concerns about investor protection " particularly as retail investors embrace alternative investment funds that are exposed to illiquid assets, such as private credit " global securities regulators are beefing up…...

6+ day, 5+ hour ago  (1101+ words) Hint: it has as much to do with company structure as product design Advisors ask this question constantly. In study groups, in online forums, in hallway conversations at industry events. Which par company do you use? Who do you like?...

1+ week, 4+ day ago  (459+ words) Advisors have a duty of care beyond the quality of their advice " timing and communication matter...

1+ mon, 1+ day ago  (1120+ words) Total cost reporting will increase fee transparency, put more onus on advisors to demonstrate their value to clients...

3+ week, 4+ day ago  (592+ words) The proportion of millennials living with their parents was highest in Toronto, Vancouver: Statistics Canada Millennials aged 25 to 39 were nearly twice as likely to live with their parents as baby boomers when they were the same age, a new Statistics…...

4+ week, 5+ hour ago  (1117+ words) Only 16% of seniors 65 or older plan to downsize in the next decade The kids are moved out and all that extra space in the house just isn't worth the upkeep. It's an opportunity to move somewhere a little more practical,…...

1+ mon, 1+ week ago  (307+ words) No longer a U. S. niche, these products attract investors focused on financial independence and an early retirement...

1+ mon, 2+ hour ago  (150+ words) Case stems from policies issued between 1985 and 1998 Sun Life Financial Inc. has reached a settlement in principle to settle a class action lawsuit about life insurance policies issued by the Metropolitan Life Insurance Company in the 1980s and 1990s, which Sun Life…...

1+ mon, 1+ week ago  (483+ words) Clarity for clients makes it easier to shop across carriers Looking for a new car and want to make sure it has adaptive cruise control? Good luck with that. What Nissan calls Pro Pilot Assist, Subaru calls Eye Sight, Toyota…...

1+ mon, 2+ week ago  (446+ words) Offers end July 31, and policies must be in force for one year to be eligible Sun Life is offering a cheque for up to 50% of first-year premiums for clients buying critical illness insurance, and 10% off permanent life insurance premiums when…...