THE 360 NEWSLETTER
This decade is poised for a $1 trillion intergenerational wealth transfer. As an advisor, how are you positioned to help these clients manage their wealth? Read this article to learn more, then share with your clients.
Also in this issue
- Launch of Investia Web Showcase
- Reminder – Univeris System Maintenance and Implementation of Fundserv Standards
- Revamping of Investia Website
- Electronic Processing Agreement (EPA) – New FAQ
- FHSA Available in Univeris
- New Client Article
- New Tax Rules – Source Deductions of Income Tax (Quebec Only)
- Reminder – Client Fee Dashboard
- Transfer Forms – Important Clarification
- Updated GIC Rate List on the Advisor Centre
- KYP Weekly Alerts – Consolidation with KYP Compliance Alerts
- Investia and AGA Group Insurance Plan – Updated FAQ
- Two Upcoming Webcasts
- Monthly Market Snapshot – June 2023