A new task is now available in Business Tracker to help you quickly correct invalid postal addresses for your insurance clients.
April 20, 2026
Topic: Portfolio Managers
Discover the winning strategies of Q1 and how they navigated through market turbulence.
April 14, 2026
Topic: Insurance
Starting April 27, 2026, Canadian beneficiaries of iA’s individual life insurance products will gain access, in the event of bereavement, to the full range of Empathy’s emotional, logistical and administrative support services.
April 10, 2026
Topic: Savings
We have identified your clients who contributed to their RRSPs and/or FHSAs for the 2025 tax year and may be eligible for a tax refund. We have already initiated the conversation by sending them a targeted email. Now, it’s your shot!
April 7, 2026
Topic: Insurance
As of April 1, 2026, the medical second opinion service offered free of charge with critical illness insurance is now provided by Novus Health, a Canadian provider specializing in medical navigation and support.
April 2, 2026
Topic: Savings
Effective since January 1 of this year, the new total cost reporting obligation (or CRM3) could change the way your clients view the management fees associated with their investments. This is for sure a topic worth discussing!
March 26, 2026
Topics: Insurance, Digital evolution
New term and whole life insurance sales are now fully integrated into the modernized experience! You can now complete more than 20 self-service transactions directly in the Advisor Centre, just like Access Life and Transition.
March 26, 2026
Topics: Insurance, Digital evolution
As of March 30, the modernized contract delivery experience will be available for new term and whole life insurance sales (already in place for Access Life and Transition).
March 26, 2026
Topic: Savings
Military tensions in the Middle East, fueled by escalating developments involving Iran, the United States, and Israel, have triggered a new wave of volatility across global financial markets.

