Wealthica offers consolidated reporting for family offices
The platform also launched a cost base calculator
- By: Jonathan Got
- February 27, 2024 March 18, 2024
- 12:34
The platform also launched a cost base calculator
Targeted questions, simplified requirements are part of the changes
No evidence that executive tried to hide insider trades
Fund sales stay negative, while ETF sales hold up and assets rise, IFIC says
International body says policymakers must guard against complacency amid multitude of threats
Estimate is the latest signal of strength for an economy that's blasted through recession predictions
But a turnaround for bank stocks isn't expected anytime soon, analysts say
Risk-transfer vehicles to perform better now than in financial crisis
Financial sector funds now out of bounds for regulator's employees
Fiscal, monetary policy tends to ease, uncertainty rises in election years
Anti-ESG proposals fall flat with investors, SHARE reports
Firm announces bid to repurchase up to $85 million of its shares
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