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June 23, 2020

When it comes to advisor support during COVID-19, a few asset managers and recordkeepers are pulling ahead

Still an opportunity to stand out Asset managers and recordkeepers have done a good job of helping…

June 10, 2020

In-force management, a strategic priority for advisors and insurers during COVID-19

With the unprecedented number of layoffs across Canada due to COVID-19, many within the group benefits industry…

May 4, 2020

ESG endures the crisis: Environmental and social factor adoption set to accelerate

Environmental, Social and Governance (ESG) investing has been the leading topic of interest amongst asset owners globally….

April 23, 2020

COVID-19 spurs a shift back to active management

It’s no secret that passive investments have been on the rise – a global phenomenon that in…

April 19, 2020

Never waste a crisis – new customers flooding aligned advice firms

It feels like very old news to even mention the Royal Commission now, but if I can ask you to cast your mind back just 6 months, you might recall that many (including us) were watching the precipitous decline of the aligned advice model and predicting it would decline significantly as a segment in Australia.

April 14, 2020

COVID – Planning Now to Capture the Emerging Product Opportunity

Having sent initial COVID communication to existing customers, now is the time for life insurance and wealth providers to plan for product opportunities with the emergence from lockdown.