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Infosource | Inside: Debt survey results, value and price of advice, income splitting
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Infosource

 

 

INVESTMENTS

Economic Note - Fed hike in June unclear

The recent US jobs data might be weaker than expected, but Manulife Asset Management’s Chief Economist, Megan Greene believes it is no reason to write off chances of a US interest rate hike in June. More importantly, she points out that the US dollar is likely to strengthen again after the recent pause – a development that could have deep significance for the financial markets.

Stay current and learn more with Insights

Global markets are unpredictable. Some economies prosper while others weaken. Regulatory and tax changes abound, and all of it happens fast. Experienced, intelligent expertise is invaluable when making decisions on behalf of your clients. Insights is an online resource dedicated to providing you with the latest information and expert opinions from our network at Manulife Investments.

Economic Note - Canada's trade report

March’s surprisingly weak trade data looks set to temper what may have been overly optimistic growth expectations for the Canadian economy. In this note, Manulife Asset Management’s Senior Economist, Frances Donald, reflects on the relationship between oil prices and the Canadian dollar, and examines the potential implications for monetary policy.

CRM2 - How do clients understand the value and price of advice?

The last part of CRM2 regulatory change is upon us. With disclosure of cost and performance central to this last wave of change, it is fundamentally important that clients understand the value that advisors bring to their financial success. Learn more about clients and advisors perception of value, concerns around CRM2 disclosure and what some of the experts think on the subject.

GIC integration update – Administrative process alignment

Effective June 11, 2016 a new Manulife Ideal Term Fund page will be housed in the Administration section of Repsource.

 

 

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INSURANCE

Live webinar: Managing your inforce business 

Register for this session – June 16, 2016 1 – 2 p.m. ET.

Inforce business is managed using a variety of features available in My Clients and Inforce Notifications. Join us for this session where we will help you identify and leverage the information that is readily available within these tools. This webinar is considered intermediate level. To prepare in advance, please review the self-serve module Navigating Repsource for Insurance within the Insurance Training Corner before attending this session.

For those unable to attend, click here to access our self-serve module.

Affinity Elite

Affinity Markets rewards top advisors! You work hard. Get rewarded for it. Affinity Elite is an exclusive program for high-achieving Affinity Markets advisors. When you qualify for Elite status, you will enjoy select benefits, services and support exclusively available to Affinity Elite advisors… further enabling you to grow your business.

 

 

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TAX, RETIREMENT & ESTATE PLANNING SERVICES (TREPS)

Investments 

Did you know?

Taxpayers may mistakenly believe that income splitting can be achieved by transfers of assets into joint ownership. Learn more about the advantages and disadvantages of joint ownership in this piece.

 

 

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SALES SUPPORT

Road trip!

Are your clients planning a summer getaway? Why not send them this article full of budget-friendly road trip tips? It’s an easy way to keep in touch with your clients throughout the summer months. Visit manulifesolutions.ca/advisor to check out the full library of articles and videos.

 

 

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MANULIFE BANK

House-rich, but savings-poor. What does it mean for your clients’ retirement?

The latest Manulife Bank Homeowner Debt Survey reveals many Canadians find it difficult to pay for today and plan for tomorrow. Faced with rising housing costs, homeowners struggle to balance saving, debt repayment and daily expenses, and may face difficult decisions at retirement.

 

 

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Product and services news for our MGA and Dealer partners

June 2, 2016

 

 

 

 

 

Quick links: 

 

Rates and unit values

 

Weekly financial markets review

 

Sales & marketing support

 

Repsource homepage

 

Mutual Funds performance at a glance

 

BANKnote$

 

My Recognition Credits

 

Segregated Funds - Frequently asked questions