Manulife introduces retirement income tool
The new program aims to match future income needs with an income generating strategy
- By: James Langton
- September 26, 2018 October 17, 2019
- 15:00
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
If approved, the mergers will take effect Feb. 8, 2019
These ETFs are more likely to outperform, as they can deviate from their benchmarks and exploit market inefficiencies
Bond and equity funds posted net redemptions even as industry assets continued to rise
The new funds focus on emerging technologies, such as blockchain, artificial intelligence (AI) and nanotechnology
Information remains a barrier for some investors
New indices will bring reduced management fees
Report recommends governments change tax rules and stress guaranteed lifetime income
Manulife Strategic Dividend Bundle will incorporate additional funds into its portfolio
Investment objective changes and proposed fund mergers aim to provide broader diversification, lower costs to clients
Sun Life Sionna Canadian Small Cap Equity Class will close Nov. 16
The 2018 corporate bond ETF will mature Nov. 16
David Tulk joins as portfolio manager for four products
Lead portfolio manager Damian Fernandes believes in diversifying across business models
Alex Bellefleur joins as chief economist; Blair Ireland hired as portfolio manager
Company streamlines mutual fund lineup
New target-date funds mature in 2024 and 2025
The six dividend ETFs are also available in traditional mutual fund structures
The fund allows accredited investors only to purchase units for self-directed registered accounts
Chorus II Corporate Class Portfolio will be merged with Chorus II Trust Fund Portfolio
Investment funds industry group highlights milestones in Year in Review