Section
Insurance
13 posts
The Moment Investors Need You Most: Why Advice Has Never Mattered More
Let’s face it—today’s investors are facing more than just the markets. Inflation’s stubborn, global politics are messy, and…
Inside the Minds of Canadian Investors: Survey Findings Every Advisor Should Know with Sam Febbraro
Listen on The Move 🎯 "Investors Aren’t Just Asking ‘Will I Have Enough?’—They’re Asking ‘Will I Be…
Insurance → Inflation + Issuance
by Michael Pensky, CFA, & Tom Becker, BlackRock Insurance is making national headlines in 2023 as major providers…
Life Insurance: An Untapped Treasure in High-Net-Worth Financial Planning
As explained by Michael Godsoe, CEO of Langhaus Financial, life insurance is not just a "death benefit." It's…
Regulators Weigh In on Seg Fund Compensation
by AdvisorAnalyst Writers The Canadian Council of Insurance Regulators (CCIR) and the Canadian Insurance Services Regulatory Organizations (CISRO)…
Mind the Gap: The DSC Compensation Debate for Seg Funds Continues
by The AdvisorAnalyst Writers Several companies in the financial sector are expressing concerns about potential regulatory changes for…
Unwrapping the Dynamics of ETFs: A Thought-Provoking Interview with FactSet's Elisabeth Kashner
Elisabeth Kashner, CFA, FactSet’s Vice President and Director of Funds Research and Analytics recently honoured us with the…
Guardian Capital LP aims to revolutionize retirement with first-of-their-kind solutions, including a uniquely modern tontine
by Adam Amato, Guardian Capital LP GuardPathTM Longevity Solutions, created in partnership with Professor Moshe A. Milevsky, PhD,…
What are an Executor's Duties – What Should Clients Consider Before Choosing One Haphazardly?
by Staff Writers, AdvisorAnalyst.com When selecting an executor or liquidator, it is important to consider the duties and…
Insurance companies will have to alter their accounting practices.
Canadian insurers are well positioned to deal with the rising risks associated with IFRS 17. by AdvisorAnalyst.com Staff…
27 New Ways to Optimize Retirement, Income & Longevity with David Blanchett and Michael Finke, Ph.D.
Listen on The Move David Blanchett, Head of Retirement Research at $1.5-trillion AUM, PGIM (Prudential) and Dr. Michael…
The Estate Wedge Strategy: A Nifty Way to Create Enormous Value
by Staff, AdvisorAnalyst.com What is an estate wedge? An 'estate wedge' is an estate planning strategy can provide…
Considering the Differences Between Life vs. Living Benefits Underwriting
by Staff, AdvisorAnalyst.com Life insurance underwriting has been around for a long time. It's been developed and changed…