THE 360 NEWSLETTER

Client Banking Information – Important Considerations

Client Fee Dashboard

Live Training Webinar on Objective Suitability – FAQ

New Client Article

Geolocation and Segmentation Tools

System Maintenance – Univeris and Advisor Centre Downtime

Invalid or Missing Client Email Addresses – Representative Notification

Risk Rating Changes – Desjardins Investments

Invitation to a Live Training Webinar – nesto

The Chronicles of our Cyber-Experts

iA Clarington Video with Donny Moss

What to Do if Your Client Is Declined, Rated or Postponed for Insurance (PPI)

Monthly Market Snapshot – April 2023