Monthly Archive: July 2019

Four Strategies To Grow Your Client’s Finances In Retirement

St. Charles County Journal (MO) Retirement is the time in your life when you can throw off the shackles of your daily responsibilities and truly enjoy the fruits of everything you spent years working...

High income earners behind on their wealth goals

Half of high income Canadians are not as wealthy as they expected to be at this stage of their life, according to an Ipsos survey sponsored by RBC Wealth Management. “Regardless of income, many...

0

InsurTech investment buoyant in Q2, 2019; Quote, Bind, Issue in focus

Willis Towers Watson Quarterly InsurTech Briefing London, UK (July 25, 2019) – InsurTech investment worldwide continued at high levels during the second quarter of 2019, marking the fourth consecutive quarter during which total new...

0

Are You a Member of a Group? Capture Your Insurance Advantage

Toronto, ON (July 26, 2019) – We are all individuals, with our own unique characteristics. And with very few exceptions, each of us is also a member of several groups. What is a group?...

0

Franklin Templeton adds new CIO to global equity group

Staff | July 26, 2019 Franklin Templeton Investments Corp. is appointing Alan Bartlett as chief investment officer of its global equity group. When he begins the new role in October, Bartlett will replace Norm Boersma, the group’s CIO since...

Firm aims to reduce wait times in healthcare

Medical Confidence provides insurers with services to help their clients navigate the healthcare system. The company says this assistance enables patients to access care in a much shorter time than the Canadian average, and...

Ex-Wife Of Slain Former NBA Star Received $1M Life Insurance Payout

Valley News (West Lebanon, NH) The Associated Press MEMPHIS, Tenn. — The ex-wife of slain former NBA player Lorenzen Wright pleaded guilty Thursday to facilitation of first-degree murder in his shooting death nine years...

0

Are Personal Lines Insurers Investing in Foundational Technologies?

New SMA Blog by Mark Breading, Partner, Strategy Meets Action — The personal lines segment of the insurance industry is quite active today, with many initiatives and projects underway across the value chain. For...

0

Mercer Canada appoints principal advisor to health team

Staff | July 25, 2019 Mercer Canada has appointed Myriam Bélanger as a principal advisor on its health team. Based in the organization’s Montreal office, she’ll be responsible for managing group benefits plans of various sizes and structure. With more than 10...

Advisor banned and fined $80,000

The Mutual Fund Dealers Association of Canada (MFDA) announced July 24 that Prabhdyal Singh Rai has been permanently banned and fined $80,000 plus costs of $7,500 for misconduct. An MFDA hearing panel found that...