Industrial Alliance

Advisors, what are your targets for growth this year?

The Whiteboard: goal-setting goes beyond AUM and January is the perfect time to set out expectations for your practice

Are you ready for Amazon?

The Whiteboard: Big Tech is coming for your clients, so how can an advisor ensure they stay ahead of the curve?

How to build the advisory team of the future

The Whiteboard: portfolio manager on why some advisors struggle to build a strong team and the model that’s worked for him

iA Financial Group commits to become carbon neutral

Wealth management firm will offset greenhouse gas emissions with carbon credits

Cash is king in tech

Technology companies have a lot of cash on hand, but what does that mean in terms of their role in investors’ portfolios?

Advisor loses client $388,000 through unauthorized trades

Industrial Alliance Securities rep pays back most of the money, IIROC fines him $50,000

Canada's largest high-yield bond issue rises in trading debut

The issue has been described as investment-grade quality trading at high-yield spreads

Bridging health and happiness

Nader Hamid tells WPC how he and his team are helping clients make good decisions about their financial futures

iA Clarington announces several fund name changes

Firm says changes reflect commitment to active, high-conviction solutions

Advisor sanctioned over margin and leveraged investing recommendations

She placed two senior clients in risky double-leverage strategies, and incorrectly assessed their investment knowledge