MD Financial makes changes to fund lineup
The firm is becoming the sole asset manager for certain funds and launching new Series F units for others
- By: Leah Golob
- November 23, 2017 October 17, 2019
- 10:35
The firm is becoming the sole asset manager for certain funds and launching new Series F units for others
The U.K.-based company is a digital distributor of insurance and financial services
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Robo-advice platform aims to make advisors more efficient and productive by onboarding clients and recommending one of five portfolios
Consultation paper outlines options for enhancing the independence, relevance, and transparency
Moad Fahmi will co-ordinate the work of the AMF’s fintech working group
IFIC survey finds that investor awareness that the fees they pay helps compensate their advisor has risen substantially
New funds provide opportunities to manage interest rate risk, leverage non-traditional asset classes and invest in enhanced global equity diversification
The action reinforces the firm’s dedication to responsible investing and risk assessment
The list of award winners for 2017 includes women leaders from the financial services industry
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A family of two adults and two children that earns $88,000 a year will see a tax reduction of $1,200
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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
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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