Lawrence Geller
Advisor niche: DI sales to “high-income, low-net-worth”
- By: Lawrence Geller
- March 1, 2011 December 15, 2017
- 22:11
Mutual fund, ETF assets both up thanks to both positive net sales, market effect
Plus, launches from Harvest and Hamilton ETFs and RPIA to close mutual fund
Mutual fund assets, however, saw "a modest market-driven decline" for the month: SIMA
Total ETF AUM hit US$19.9 trillion by the end of the year: ETFGI report
Crypto firm advised against Hong Kong proceeding for class action plaintiffs
David Chilton talks social media, finfluencers and algorithms on the Canadian Advisor.cast
For affected registrants, the sign-up period is about to end; the deadline for investors is April 30