THE 360 NEWSLETTER
Issue of April 13, 2023
Top news
Best practices
Client Banking Information – Important Considerations
Client Fee Dashboard
Live Training Webinar on Objective Suitability – FAQ
New Client Article
Business tools
Geolocation and Segmentation Tools
System Maintenance – Univeris and Advisor Centre Downtime
Compliance
Invalid or Missing Client Email Addresses – Representative Notification
Risk Rating Changes – Desjardins Investments
Cybersecurity
The Chronicles of our Cyber-Experts
Industry news
iA Clarington Video with Donny Moss
What to Do if Your Client Is Declined, Rated or Postponed for Insurance (PPI)
Investment Products & Platforms
Monthly Market Snapshot – April 2023