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The pros and cons of professional associations

Advisors discuss the challenges and opportunities that arise when associations take positions on controversial industry topics

Jason pereiraBrian shumakMeagan balaneskiCapital partners incFinancial planning association of canadaBrian shumak financial servicesBrad brainBrad brain financial planningAligned capital partnersWoodgate financialFinancial planning association

Sun Life clients get access to independent life agents

Move sparks discussion about captive model and compensation

British columbiaScott findlayHarold gellerBrian shumakCanadian council of insurance regulatorsLaw professional corpFinancial advisors association of canadaBrian shumak financial servicesWide financial corpSun lifeFinancial advisors associationValley wide financialIndependent financial brokersProfessional corpCanadian councilInsurance regulators

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