La Financière Sun Life mettra en marché au printemps une nouvelle série de fonds distincts dans l'optique de favoriser le développement de ses affaires en gestion de patrimoine au Canada.
L’entreprise ontarienne Financial Horizons agrandit son réseau avec l’acquisition de l’agent général (MGA) R.G. Packman et associés.
Les études le montrent : de moins en moins de Canadiens achètent des polices d'assurance vie par rapport à ce qui se faisait il y a dix ans. Et, à moins que les conseillers en assurance trouvent de meilleures façons de s'imposer sur le marché, ils risquent d'en perdre des parts au profit d'autres réseaux de distribution.Publiée au début d'octobre par l'association internationale LIMRA, filiale de l'entreprise américaine LI Global Inc, l'édition 2013 de la «Canadian Life Insurance Ownership Study» a établi que le pourcentage de ménages canadiens dotés d'une assurance vie était passé de 79 % en 2006 à 68 % aujourd'hui.
Life insurers are taking steps to make it easier for consumers to purchase insurance products online. But as this distribution channel grows, it threatens to eat into the businesses of financial advisors who sell insurance."The world has become Internet-savvy," says Mark Halpern, certified financial planner and president of illnessPROTECTION.com Inc. in Markham, Ont. "So, when people want something, they're much more likely to go online for it. As there are more people online, it means that there's going to be a large swath of advisors who might be out of business."
As firms in the insurance sector grapple with increasingly stringent compliance requirements that force them to monitor closely the independent financial advisors with whom they have contracted, some stakeholders are teaming up to develop a tool that would help both carriers and distributors identify advisors who are skirting their compliance responsibilities.LOGIQ3, a Toronto-based insurance-sector consulting and outsourcing firm, is spearheading the initiative to create a national database of all advisors who sell insurance products through the independent distribution channel to help managing general agencies (MGAs) and carriers manage their agent-screening and monitoring responsibilities.