THE 360 NEWSLETTER
Economic and Financial Bulletin – Vaccination – Canada Takes the Lead (IAIM)
Industry news June 17, 2021Also in this issue
- HollisWealth Advisors Only – Upcoming FundEX and Investia Merger – Checklist of Key Materials
- Improvements to Investia Advisor Centre
- Two Improvements to Investia Mobile App
- Investment Objective Suitability – 15% Variance and Change of Terminology
- Statutory Holiday on June 24 and July 1 – 360 Newsletter and Business Hours
- 2021 Virtual Best Business Practices Roadshows – Presentations on iA Campus
- Policy Transfer – The Importance of Planning in Advance (PPI)
- Update on IA Clarington Canadian Leaders Class
- Eric Bushell Retirement Announcement
- Monthly Market Snapshot – June 2021