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  1. Jim Virtue
    Understanding universal life insurance and how it is evolving for the benefit of your clients and your practice
  2. Beatrice Paez
    The changes are expected to kick in April 3 and management fees will be reduced by 35%
  3. Beatrice Paez
    The decision came as a result of a new provision in this year’s federal budget relating to mutual fund mergers
  4. 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
  5. 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
  6. Beatrice Paez
    The firm is introducing four asset-allocation portfolios and plans to fold 12 of its existing funds into the new portfolios
  7. Beatrice Paez
    Macquarie Emerging Markets Infrastructure Income Fund will be cut from LOQiG’s offerings while Scotia plans to terminate the Moenda LatAm Fixed Income Fund
  8. James Langton
    Although balanced funds are still providing the majority of net sales, equity funds are showing signs of life while bond funds are also up
  9. IE Staff
    The managed portfolios of TD index-tracking ETFs are designed to meet a range of investor risk profiles and are currently available for self-directed investors
  10. IE Staff
    The changes, which affect three emerging market funds, see key individuals assume leadership positions as Mark Mobius steps off from the portfolio management teams