Monthly Archive: March 2024

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How to ‘Mind Your Manners’ as an Advisor

Financial advisors are not immune from sticky, tricky etiquette dilemmas. Now comes “Mind Your Manners: How to Be Your Best Self in Any Situation,” by Sara Jane Ho, bringing no-nonsense tips and sassy quips...

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BrokerLink expands in Owen Sound, Ontario

Toronto, ON (Mar. 5, 2024) – BrokerLink, one of Canada’s largest property and casualty insurance brokerages, is excited to announce the acquisition of Ontario-based Hanbidge & Bowman Ltd. Insurance Professionals (Hanbidge and Bowman Insurance),...

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Whole Life Gets More Shopper Attention

The holders can get cash out of either a whole life policy or a universal life policy by selling the policy, withdrawing assets or borrowing against the cash value. MIB: MIB is a Braintree,...

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FSI Asks Court to Strike Down DOL Independent Contractor Rule

The Financial Services Institute and its coalition partners filed an amended complaint Tuesday against the Labor Department’s new independent contrator rule, which asks the court to declare the 2024 rule invalid, prohibit its implementation and...