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The parent company, iA Financial Corporation Inc., is a portfolio management company which is listed on the Toronto Stock Exchange under the ticker symbols IAG (common shares). The preferred shares of its subsidiary, Industrial Alliance Insurance and Financial Services Inc. are listed on the Toronto Stock Exchange under the ticker symbol IAF. [2]
IA Clarington Investments is a Canadian Investment management company catering to the Canadian retail market. [1] A wholly owned subsidiary of iA Financial Group ( TSX : IFG), the company sells various products, including mutual funds , portfolios, exchange-traded series of mutual funds, segregated funds and socially responsible investments. [ 1 ]
In 2017, iA Financial Group acquired HollisWealth from Scotiabank and merged its Investment Industry Regulatory Organization of Canada-regulated arm with iA Securities and its Mutual Fund Dealers Association of Canada-regulated arm with Investia Financial Services Inc. [2] Post-merger, HollisWealth advisor teams continued to use the ...
A good financial advisor takes into account your family, age, career and priorities when crafting your financial goals, and then helps you find out how to reach them. Keep in mind that goals change.
An IA must adhere to a fiduciary standard of care laid out in the US Investment Advisers Act of 1940.This standard requires IAs to act and serve a client's best interests with the intent to eliminate, or at least to expose, all potential conflicts of interest which might incline an investment adviser—consciously or unconsciously—to render advice which was not in the best interest of the IA ...
Wellmark is headquartered in downtown Des Moines and Sioux Falls. It has 1707 employees in Iowa and 171 in South Dakota. [5] It consists of Wellmark Blue Cross and Blue Shield of Iowa, Wellmark of South Dakota, Inc. (doing business as Wellmark Blue Cross and Blue Shield of South Dakota) and Wellmark Health Plan of Iowa, Inc. [5] The Wellmark Foundation is a private foundation to support health ...
Some pundits and skeptics have serious doubts about the S&P 500’s ability to pull off the hattrick of 20% return years. Wells Fargo (NYSE:WFC) senior market strategist Scott Wren thinks that ...
Hundreds of thousands of federal workers have been given little more than 48 hours to explain what they accomplished over the last week, sparking confusion across key agencies as billionaire Elon ...