January 10, 2023
Topic: Portfolio Managers
Where are the opportunities? What are the challenges? How are managers positioning their funds and why is this the right approach for 2023? Your clients will want answers to these questions, so be at the forefront of several portfolio managers' views of the iA segregated fund lineup.
January 9, 2023
Topic: Savings
Did you know that a large proportion of total savings contract withdrawals are made by clients aged between 50 and 70? This segment of your clientele is highly solicited by the competition because of their high level of assets. What can you do about it?
January 9, 2023
Did you know that you can help your clients achieve their New Year's resolutions? Here are the top 4 of the most popular resolutions:
January 6, 2023
Topic: Savings
Make the most of our competitive rates and give your clients security from volatility, our guaranteed interest fund (GIF) and the high interest savings account (HISA).
December 22, 2022
Topic: Savings
Make the most of our competitive rates and give your clients security from volatility, our guaranteed interest fund (GIF) and the high interest savings account (HISA).
December 16, 2022
Topic: Savings
Make the most of our competitive rates and give your clients security from volatility, our guaranteed interest fund (GIF) and the high interest savings account (HISA).
December 15, 2022
Topics: Savings, Digital tools
Just in time for the RRSP campaign, EVO Savings allows you to apply for an RRSP loan when issuing or contributing.
December 13, 2022
Topic: Portfolio Managers
iA Investment Management (iAIM) has announced a portfolio advisory change for the Asian Pacific (Dynamic) Fund, which will now be named Asian Pacific (iAIM).
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