THE 360 NEWSLETTER
What is “cascading insurance” and how can it help your clients stay tax-efficient while transferring wealth to future generations? Read this article, then share the client-friendly video with your clients today.
Also in this issue
- Important Reminder – Mutual Fund Licence Renewal for 2023
- Launch of Multi-Factor Authentication (MFA) on the Investia Client Portal
- Reminder – Morningstar Advisor Workstation Subscription and Renewal for 2023
- New Client Article
- New One-Time PAC Feature in Univeris
- Unclaimed Property – Reminder of Requirements and Upcoming Suspension of AWDs
- Investment Objective Suitability – 10% Variance
- Risk Rating and Objectives/Asset Allocation Adjustments to Certain Funds
- Risk Rating Changes – Dynamic Funds
- The Holiday Season Is Upon Us… Cybercriminals Are Looking Forward to it!
- Portfolio Manager Video – Market Analysis & Fund Updates