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Monday, 30 July 2007 |
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The Advisory Board forum held on May 25, 2007 at Royal Woodbine Golf Club brought together a group of highly respected financial advisors who offered candid feedback on their online experiences, needs, and expectations that will help financial services firms shape their E-business strategies. Committed to raising the standards of excellence in the industry, the focus of Dalbar’s Advisory Board was to measure the impact financial services Web sites play in helping to manage and build an advisor’s practice. The valuable feedback gained will be used to find solutions to effectively gain efficiencies through the online medium and enhance the use of all online communication and E-business services offered by financial services companies. |
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Wednesday, 28 March 2007 |
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Manulife Financial, Standard Life and Canada Life are the best at providing policyholders with informative, appealing and straightforward statements, according to Dalbar's 2007 Universal Life Policyholder Statement Analysis. Manulife Financial was the only firm to reach Dalbar's "Excellent" designation level for universal life statements this year. The Universal Life Policyholder Statement Analysis examined statements from nine Canadian insurance companies and used Dalbar's criteria to assign each a score out of 100.
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