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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]
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 ...
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 ]
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.
The post Ultimate Client Onboarding Checklist for Financial Advisors appeared first on SmartReads by SmartAsset. When a new client is ready to begin working with you, the last thing they want is ...
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 ...
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 ...
Cambridge Investment Research Incorporation is a United States-based broker-dealer and asset management firm headquartered in Fairfield, Iowa.The company was founded in 1981 and mainly works as a broker-dealer, but also manages investment assets through its subsidiary Cambridge Investment Research Advisors Inc.