Section
Seg Funds
4 posts
Sam Febbraro (Canada Life): 2025 Abacus Data Survey Findings for Advisors
63% of investors are satisfied, but only 43% are confident they'll meet their goals
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…
The Conviction Gap: What Most Advisor Portfolios Are Missing at the Core
Most advisor portfolios mistake active weight for manager conviction. Franklin Templeton's five-factor core equity suite fixes that, starting with a proprietary conviction signal that extracts what managers actually believe.
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…