How ETF investors are unique — and why it matters to advisors
Find out what research presented at the ETF Summit reveals
- By: Michelle Schriver
- October 4, 2018 November 9, 2019
- 13:45
Find out what research presented at the ETF Summit reveals
The Ontario wealth management team is led by veteran portfolio managers Mitchel Robinson and Edward Svetek
Becoming a PRI signatory is a natural evolution for wealth manager
Jacques Lussier receives award for his outstanding contribution to CFA Institute education programs
The platform’s options include five globally diversified investment funds
Fixed-income drove Canadian ETF inflows to $716 million last month
Bank begins 10-year collaboration with the Canadian Medical Association
Markets rise on further signs of U.S. economic growth, Italian concessions
A BCSC study finds Investors might be learning, but they don’t always seem to know what to do about it
Proposed amendments to a CDIC by-law “introduce requirements that entail significant systems and procedural changes” for IIAC member firms that act as nominee brokers
Experts describe how they use the funds
Indigo employees who make a payment on their student loans will receive a matching contribution to their retirement savings account
Kristin Ramlal will receive the award at the Distinguished Advisor Conference in Quebec City in November
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
The honours will be presented Feb. 12, at the association's Embrace the Challenge event
Start with flexibility, tax efficiency, simplicity
Brokers, MGAs, software providers and TPAs set to evolve
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