Offering advisor alpha to clients
If you’ve shifted to passive investing, here are ideas to create advisory value for clients
- By: Michelle Schriver
- October 9, 2018 November 9, 2019
- 14:00
If you’ve shifted to passive investing, here are ideas to create advisory value for clients
The new funds are based on the CSA’s alternative funds framework
The changes follow the resignation of Terry Thib
Find out what research presented at the ETF Summit reveals
The platform’s options include five globally diversified investment funds
Fixed-income drove Canadian ETF inflows to $716 million last month
Experts describe how they use the funds
Shane Clifford will focus on global strategy and business development
The launch of IG Living Plan will enable the company to better address the needs of HNW clients
Available as mutual funds and ETFs, the new funds provide exposure to publicly listed global real assets
In spite of their periodic ups and downs, emerging markets have trended higher over time, providing long-term investors with greater risk-adjusted returns than developed markets
The benefits of mean reversion have historically been greatest during times of elevated market turbulence
The investment fund company has also added tiered pricing for RDSP accounts
Retail investors gain access to the firm’s alternative investing strategies
The company has decided to reduce the management fee applicable to Sionna Opportunities Fund
The head of BMO GAM and CETFA’s chairman expects to see a resurgence in mutual funds
Genus-SVX Impact Investment Counsel brings together sourcing support, due diligence, financial analysis and portfolio building
The fee for Exemplar Growth and Income Fund will be reduced Oct. 1
Six RI ETFs begin trading on the Toronto Stock Exchange
Equal-weight strategy can help mitigate risk and provide greater diversification
The new program aims to match future income needs with an income generating strategy
The portfolios of two ETFs have expanded to include additional companies
The new portfolios, managed by Counsel Portfolio Services, are intended for investors across the wealth spectrum
Investors now have the ability to seamlessly switch among a wide range of funds
Two funds will be terminated in December