The proposed requirements aim to discourages inappropriate risk-taking in financial institutions
Coho Partners will take over as subadvisor for Scotia Private U.S. Value Pool as of July 5 while 1832 Asset Management remains portfolio manager
One of the three seg funds, Global Diversified (Forstrong) Fund, lets investors access global growth opportunities through an actively managed portfolio of ETFs
International scheme used stolen releases to make trades before the information came out
The three funds aim to provide long-term capital growth while minimizing the exposure to currency fluctuations relative to the Canadian dollar
Manulife Ideal Signature Select incorporates key features of the former Standard Life Ideal Segregated Funds Signature 2.0, such as a guaranteed income payout
FINRA alert summarizes how equity crowdfunding works
The Renaissance Private Investment Program consists of 13 investment pool funds that cover a range of asset classes
Individuals are able to upload their statements to Wealthsimple for review, and an advisor with the firm will look to see how the person’s finances…
A special meeting of Dynamic Protected Dividend Value Fund unitholders will take place on Aug. 4 and if they approve, the termination will take place…
The document, which provides further clarification on certain issues, also encourages members to meet with MFDA staff to review their new CRM2 client reports
Departure of co-CEO and portfolio manager means Abe Goenka will take over as full-time CEO while Kyle D’Silva will take over Young’s portfolio-management duties
The ETF’s reference fund will now be will now be managed in-house by Horizons ETFs
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