Did you know that in addition to allowing you to keep in touch with your clients, email marketing is one of the best ways to generate new sales?
April 11, 2023
Topics: Economic news, Portfolio Managers
Despite a difficult month in March for Canadian equities, several funds performed well on a relative basis. In the U.S. equity market, the information technology sector was the clear winner.
April 6, 2023
Topic: Portfolio Managers
Loomis Sayles has put together a new series of short videos featuring their Global Allocation team, the manager of the Global Diversified (Loomis Sayles) Fund.
April 4, 2023
Topic: Savings
Management expense ratios (MERs) can vary depending on the tax rate, both upwards and downwards, and therefore require an annual update.
March 31, 2023
Topic: Savings
Will your clients receive a tax refund? We offer advice and a list of content to help them do more with less in the current economic environment and in the event of market rebound.
March 28, 2023
Topic: Portfolio Managers
"We expect a modest recession in the near-term across developed markets as central banks continue to battle inflation, yet uncertainty remains." — Alfred Murata, PIMCO
March 27, 2023
Topics: Insurance, Digital tools
As iA’s digital tools continue to evolve, the Interface Suite will soon be withdrawn.
March 27, 2023
Topic: Portfolio Managers
"Higher yields are bringing investors back to fixed income." — Jason Parker, Vice-President, Fixed Income, iAIM
March 23, 2023
Topic: Portfolio Managers
“Many companies continue to see wage and inflation pressures that are hurting results and causing margins to drop from record high levels.” — Donny Moss, iAIM