iA Securities

WP Awards 2020: winners revealed

A total of 23 awards were handed out at yesterday’s virtual event, which celebrated the industry's best in class

Does pandemic have you second guessing investing in your business?

Advisor explains four ways to evaluate your decision-making during this time of crisis

The day that was

A daily roundup of WP’s top news and analysis

Wealth manager using technology to drive next phase of growth

Firm, with $85 billion AUA, to launch new client onboarding tool and advisor website program in new year

Alternative interest rises

After proving their resilience amidst volatile markets last fall, alternative investments are increasingly earning a place in investors’ portfolios

Relating to advisors

iA Securities president John Kelleway is drawing on his own experience as an advisor to help improve the client experience

How to understand clients? Hire a psychologist

Advisor explains how this can help firm design the best customised portfolios and financial plans

'Advisors not building up enough protection for clients'

Portfolio manager dismayed by what he sees as a lack of planning and suitable cash flow management

PM: Demand for independent unbiased advice is growing

Advisor tells WP that clients want customised experience not one driven by sales quotas or products

2019 Wealth Professional Awards winners announced

Standout industry performers gather in Toronto for a night of celebration and recognition