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Mutual fund sales pulled back in March

Sales were down compared to February and one year ago

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Mutual fund advisors get access to platform-traded funds

NEO Connect and Univeris partner to expand platform to mutual fund dealers

Franklin Templeton plans changes to Franklin Bissett dividend income funds

The portfolio managers propose to make the strategy pure equity

  • By: IE Staff
  • April 19, 2018 April 19, 2018
  • 16:15

Global private equity fund invests in small- and mid-market firms

Unigestion regards the small- and mid-market sector as a key growth area for private equity

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New Fidelity product focused on founder-led companies

The equity strategy aims to harness the successes of entrepreneurs

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Scotiabank to launch ETFs business

With the introduction of four ETFs, the bank would become the latest among the Big Five to enter this rapidly growing space

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Rory Ronan joins 1832 Asset Management

Ronan will work closely with Don Simpson on several Dynamic and Scotia mutual funds

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Passive investment funds gaining in market share

This trend means that Canadians are saving $1.3 billion a year in fees, resulting in lost revenue for the investment funds industry

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Bloomberg updates index methodology

The new minimum amount outstanding for securities eligible for the Canada aggregate index will be lowered from $300 million to $150 million

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Manulife announces changes to portfolio management team

Three portfolio managers from Aberdeen Standard Investments stepping down

  • By: IE Staff
  • April 16, 2018 April 16, 2018
  • 10:30
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Regulators approve MFDA membership disclosure rule

The rule aims to promote client awareness of the MFDA’s oversight of mutual fund dealers and advisors

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Horizons to terminate BetaPro volatility-tracking ETFs

Trading was temporarily halted for the two ETFs that are being terminated in early February, and Horizons then suspended new subscriptions to one of the…

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Invesco Canada plans launch of U.S. equity ETF

The announcement follows Invesco Ltd.’s recent acquisition of Guggenheim Investments’ ETF business

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Class action filed on trailing commissions paid to discount brokers

The action against TD Asset Management claims damages of $200 million

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Franklin Templeton makes changes to ETFs

Lower fees or risks ratings for three Franklin LibertyShares ETFs

  • By: IE Staff
  • April 9, 2018 April 9, 2018
  • 13:45
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Mackenzie fined for excessive promotional spending

The mutual fund company has agreed to pay more than $1 million in penalties and costs for violating sales practices rules

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U.S. mutual fund companies to report on “active share”

New information aims to help investors determine whether a higher-cost, actively managed mutual fund fits their investment goals better than a lower-cost alternative

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Manulife fund mergers approved

Five mergers will take place on April 20, seven more on May 25

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Canadian active managers struggled in 2017: SPIVA

Yield-focused active strategies did well last year

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Richardson GMP to offer Forstrong Global portfolios

Forstrong’s multi-asset global macro strategies now available to Richardson GMP advisors and their clients

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Horizons ETFs proposes change to robotics ETF index

If the change is approved, the ETF’s management fee is expected to drop to 0.68% from 0.75%

  • By: IE Staff
  • April 4, 2018 April 4, 2018
  • 10:30
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Evolve introduces innovation index ETF

The fund is designed to provide Canadian investors with a portfolio of global companies involved in innovative and disruptive industries

  • By: IE Staff
  • April 3, 2018 April 3, 2018
  • 14:15
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Canadian ETFs attract inflows during volatile March

Canadian equity ETFs fared well, while the U.S. equity category lost some luster

  • By: IE Staff
  • April 3, 2018 April 3, 2018
  • 13:50
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Falling loonie buoyed foreign equity funds in Q1: Morningstar

The worst-performing fund indices were precious metals equity, natural resources equity and energy equity

  • By: IE Staff
  • April 3, 2018 April 3, 2018
  • 10:15
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First Asset announces lineup changes

First Asset Global Dividend Fund closed to new purchases