by agoraweb | Mar 25, 2024 | Managed Solutions
FHSA using Agora’s Managed Solutions Saving for a home just got simpler- with Agora’s Managed Solutions and the First Home Savings Account Harness the power of Agora’s Managed Solutions to bring your clients’ dream of home ownership that much closer. The First Home...
by agoraweb | Feb 22, 2024 | Managed Solutions
Important Reminder Processing Cutoffs for 2023 RRSP receipts To be eligible for a tax receipt for RSP contributions made within the first 60 days of 2024, Agora must receive the documents in good order, signed by the client by Feb 29, 2024. As some processes may take...
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 | Nov 24, 2023 | Managed Solutions
Talking to your clients about fees Working with Agora allows advisors to transition from embedded commissions to an advisory fee-based compensation model. A fee-based practice sets the stage for you to have open and transparent discussions with clients about the...
