Greg Meckbach

Life

Why rate hikes shouldn’t dissuade insurance policyholders from participating

Par life accounts eventually benefit from higher interest rates

By Greg Meckbach |June 21, 2023

Technology

Fintech in focus: PureFacts Financial Solutions Inc.

Firm uses AI to select products and identify clients at risk of leaving

By Greg Meckbach |June 21, 2023

Industry

What Canada’s modern slavery law means for board disclosure

Ottawa is trying to prevent forced labour in supply chains through further transparency, an RIA conference speaker said

By Greg Meckbach |June 20, 2023

Life

Canada Life acquires Value Partners Group

Deal adds investment counsel portfolio managers to Canada Life

By Greg Meckbach |June 13, 2023

Planning and Advice

How to improve responsible investing conversations with clients

There’s more to ESG discussions than asking investors what they want to avoid

By Greg Meckbach |June 8, 2023

Industry

Why clients should be cautioned about fintech services

Without open banking, Canadians' data is at greater risk when they use unregulated apps

By Greg Meckbach |June 1, 2023

Industry

Life insurers increase Assuris protection

Clients now get protection for at least 90% of their death benefits, seg fund guarantees and other coverages if their life insurer fails

By Greg Meckbach |May 29, 2023

Industry

Data breach victims include Empire Life

The breach, which affected clients of InvestorCOM, has compromised information related to Empire Life's seg funds and mutual funds

By Greg Meckbach |May 25, 2023

Industry

Seg fund DSC ban on track across Canada: CCIR

Ban should apply in provinces that have yet to announce it, regulators say

By Greg Meckbach |May 19, 2023

Industry

Data breach exposed Mackenzie clients’ personal data but not holdings, firm says

InvestorCOM, a vendor of Mackenzie Investments, had data exposed when hackers targeted a secure file transfer service

By Greg Meckbach |May 2, 2023

Life

Participating whole life: What it can and can’t accomplish

Advisors should “show a less rosy picture” than the DSIR

By Greg Meckbach |April 28, 2023

Living Benefits

Considerations when selling insurance to the gig economy

One in 10 Canadians, many lacking employer-sponsored disability coverage, work in the gig economy

By Greg Meckbach |April 26, 2023

Life

FSRA finalizes seg fund DSC ban

Final rules for a ban beginning June 1 were sent to the finance minister for approval

By Greg Meckbach |April 19, 2023

Products

What’s new from fund manufacturers

New ETFs give exposure to short-term treasuries, Big 6 Canadian banks, and the hospitality and travel industry

By Greg Meckbach |April 14, 2023

Industry

Why clients really fire their advisors

Fees and disappointing returns are rarely deal breakers

By Greg Meckbach |April 14, 2023

Industry

FSRA proposes new conditions on life MGA

Supervision framework “largely based on delegation to upline agents,” regulator alleged

By Greg Meckbach |April 6, 2023

Products

HISA ETFs thrived during banking crisis

The product category saw healthy inflows last month as they remain under scrutiny by OSFI

By Melissa Shin and Greg Meckbach |April 6, 2023

Industry

Incentive bonuses for Big 3 lifeco CEOs dropped in 2022

Manulife and Canada Life heads still saw their total compensation rise

By Greg Meckbach |April 4, 2023

Industry

What’s new from fund manufacturers

CIBC released more U.S. CDRs and Horizons is closing an emerging markets ETF

By Greg Meckbach |March 31, 2023

Advisor's Edge

Fintech in focus: d1g1t

Founder moves from solving math problems to advisor problems

By Greg Meckbach |March 31, 2023

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