by agoraweb | Feb 22, 2024 | Managed Solutions
Take the Leap As February winds down, and the RSP contribution deadline looms, seize the opportunity of an extra day. The next two weeks create opportunities to strengthen client relationships, enhance productivity, and pave the way for continued success. Encourage...
by agoraweb | Feb 21, 2024 | Managed Solutions
Decoding Client Statements We often receive questions from advisors on finding the details on Managed Solutions and how to identify the various types of fees on client statements. The answers are simple, once you know what you’re looking for. Whether you have...
by agoraweb | Jan 10, 2024 | Managed Solutions
For a prosperous 2024 – hit the ground running! As we enter the new year, it’s time to focus on the new opportunities and challenges that lie ahead. The financial landscape is ever evolving and coupled with looming RSP contribution deadlines, preparing now to...
by agoraweb | Dec 31, 2023 | Know Your Product, Tempo Independent
Know Your Product December 31, 2023 Update Tempo and Independent Agora’s Managed Solutions fall within the definition of a model portfolio within client focused reforms. As such KYP obligations are at the “portfolio” (product) level and not the underlying fund level. ...
by agoraweb | Dec 31, 2023 | Know Your Product, Providence & Velocity
Know Your Product Update Providence & Velocity Agora’s Managed Solutions fall within the definition of a model portfolio within client focused reforms. As such KYP obligations are at the “portfolio” (product) level and not the underlying fund level. This is...
