by Andrew Rickard The Insurance & Investment Journal
By Mathieu Carbasse, Insurance Journal
There is no shortage of issues that financial advisers will have to face over the next five years. What should their compensation be like? To what kind of regulations will they be subject? How will technology affect their practices? Leaders from insurance companies and managing general agents (MGAs) say that the coming years will see changes in the way financial advisors and MGAs do business.
CLIEDIS’s annual seminar, The Power of Momentum, is being held on April 23rd in Toronto. We explore the practical side of implementing data exchange. Sessions focus on helping companies understand what is involved in implementing data exchange successfully. At the seminar, you will gain insights into how your data exchange project can achieve the intended results. Learn • how to make the business case internally • why you need to engage your business partners to ensure success • project best practices, from start to post-implementation. Go to the CLIEDIS website for more info and to register.