Equisoft partners with Refinitiv to offer fund sales platform
The web-based platform aims to help fund wholesalers enhance their value propositions to advisors
- By: IE Staff
- December 5, 2019 December 5, 2019
- 12:54
The web-based platform aims to help fund wholesalers enhance their value propositions to advisors
The credit union plans to acquire Quinte First Credit Union
U.S. deals lead the pack
Regulators introduce proposed requirements to strengthen resilience in the financial sector
The bank reported $1.19 billion of net profit in Q4
The bank earned $2.86 billion in the fourth quarter, down from $2.96 billion a year earlier
BoC deputy governor cites on-target inflation and strong job market
The case involves a B.C. resident
S&P/TSX composite index climbed 5.16 points on Wednesday
Chief economists are divided on what the Fed's next move will be
Two surveys uncover where these investors are allocating assets
Demand for investments that consider ESG criteria is gaining traction with U.S. high-net-worth investors
Precious metals action calms, while Dow Jones tops 50K
Report calls for action on data gaps, surveillance, leverage
Trade deficit remains unchanged amid shifting tariff policy, Fitch reports
Trust account used in fraud, misappropriation, Law Society finds
Policy failed to cover hedge fund investment that turned out to be a fraud
Firm allegedly touted stocks on social media, while selling its holdings
Plus, GreenShield buys Kii Health's Canadian mental health services segment
The honours will be presented Feb. 12, at the association's Embrace the Challenge event
Start with flexibility, tax efficiency, simplicity
Plus, moves at Our Family Office, Harvest ETFs, Manulife Wealth, Canada Life and more
Plus, Wellington-Alus Private Counsel and Ninepoint Partners add new talent
Also, moves at Mackenzie Investments, Edward Jones Canada and the CSA
Plus, National Bank changes diversified equity fund
Net monthly ETF inflows reach $22B in January: report
Plus, other firms launch new products, tweak their fund lineups