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  1. James Langton
    The new approach, which focuses on greater use of technology and “reorienting” some investment teams, comes under the leadership of Mark Wiseman
  2. Beatrice Paez
    Horizons Medical Marijuana Life Sciences invests in stocks tied to medical marijuana bioengineering and production
  3. Beatrice Paez
    Investment and mutual fund dealers would have the ability to pitch alternative investments to the average investor the same way they sell mutual funds
  4. Jade Hemeon
    The new indices provide context to money-weighted return information clients are receiving as part of the new CRM2 rules
  5. Jim Virtue
    Understanding universal life insurance and how it is evolving for the benefit of your clients and your practice
  6. Beatrice Paez
    The changes are expected to kick in April 3 and management fees will be reduced by 35%
  7. Beatrice Paez
    The decision came as a result of a new provision in this year’s federal budget relating to mutual fund mergers
  8. Collie Fiona
    The robo-advisor firm’s clients will now have access to three ETF portfolios: one designed by Invisor itself, as well as one each from the two ETF firms
  9. Beatrice Paez
    The firm will no longer go through with a planned merger and announced instead new mergers for each affected fund into its corresponding trust
  10. Beatrice Paez
    The firm is introducing four asset-allocation portfolios and plans to fold 12 of its existing funds into the new portfolios