THE 360 NEWSLETTER
PPI’s Spring Symposium – Positivity, Performance and Progress – New Frameworks for Success
Industry news April 15, 2021
Spring has sprung, which can only mean one thing - PPI’s 2021 Spring Symposium!
Join us on April 21-22 for our Positivity, Performance and Progress: New frameworks for success symposium where we will be sharing simple ways that you can become more digital and discuss how you can help your clients persevere during these challenging times (Advisor login required to register).
To learn more, contact PPI.
Also in this issue
- Availability of March 31, 2021 Statements
- Invitation to a Virtual Event – We’re Taking a Break!
- High Interest Savings Account (HISA) – National Bank Offer
- Investia Backgrounds and Best Practices Guide for your Virtual Client Meetings
- Invitation to a Webinar on ETF Tax Implications
- Reminder – 2020 Annual Review of Professional Activities (“ARPA”) Questionnaire
- Economic and Financial Bulletin – U.S. Stimulus Package (Industrial Alliance Investment Management)
- Invitation to Earth Day Webcast from iA Clarington
- The Family Divide – Policy Transfers Between Family (PPI)
- Invitation to iAW Monthly Investment Call – April 2021
- Monthly Market Snapshot – April 2021
- Monthly Target Asset Allocation Report – April 2021