The current economic climate marked by declining inflation and further potential rate cuts in both Canada and the United States could have an impact on your clients' savings.
September 18, 2024
Topic: Savings
Join us for the 5th edition of our Savings and Investment Conferences!
September 16, 2024
Topic: Portfolio Managers
Are your clients asking you about volatility? Discover the views from various Fidelity portfolio managers and subject-matter experts to better answer their questions.
September 10, 2024
Topic: Economic news
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.
September 6, 2024
Topic: Digital tools
Generating sales opportunities is simple with Web Showcase’s ready-to-share posts. Just copy and paste the content onto Facebook, LinkedIn or Instagram!
September 6, 2024
Topic: Digital tools
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.
September 5, 2024
Topic: Savings
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)!
September 5, 2024
Topic: Portfolio Managers
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
August 28, 2024
Topic: Savings
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.
August 26, 2024
Topic: Portfolio Managers
Fidelity Investments announces a change to its portfolio managers for the Fidelity European Equity fund. These changes will take effect on September 1, 2024.
