iA CONNECTED

Are your clients asking you about volatility? Discover the views from various Fidelity portfolio managers and subject-matter experts to better answer their questions.

The U.S. economy has outperformed most of its peers in recent years, leading to the emergence of the term “U.S. exceptionalism” as a carry-all concept for everything from the government’s ability to inflate its public debt to the expensive valuation of its stock market.

Generating sales opportunities is simple with Web Showcase’s ready-to-share posts. Just copy and paste the content onto Facebook, LinkedIn or Instagram! 

We are pleased to announce that the winner of the exclusive contest for advisors is Claudie Munger. We thank all participants for getting involved. Thanks to you, over 15,000 Canadians are now aware of the advantages of using iA’s online tools.

It’s time to rethink your clients’ pre-authorized debits (PAD) or to plan making an additional lump-sum contribution for Diploma contract holders¹. Take advantage of the back-to-school season to reconnect with your clients who have made the wise choice of opening a Registered Education Savings Plan (RESP)!  

Effective September 4, 2024, and in line with our strategic focus of offering investors deep expertise and broad global opportunities across all our fixed-income solutions, we are pleased to announce that two segregated funds currently managed by Wellington Square are being taken over by new portfolio managers

The repercussions of inflation are long-lasting and have left impacts that will not easily disappear. It is therefore crucial to reassess your clients’ financial goals with them. Whether they have a retirement plan or not, there are some key questions to address or revisit.

Fidelity Investments announces a change to its portfolio managers for the Fidelity European Equity fund. These changes will take effect on September 1, 2024.

Whether it’s to ensure the privacy of your clients or to allow us to adequately serve them, protecting personal information is always a priority at iA.