Following several high-profile administrative penalties for “excessive” spending on promotional activities and non-monetary benefits, there’s little clarity from regulators as to what’s acceptable

By: Megan Harman
May 16, 2018 October 17, 2019
12:45

RBC announces redemption of RBC Trust Capital Securities – Series 2008-1

Redemptions will be paid on July 3

By: Leah Golob
May 16, 2018 October 17, 2019
12:11

Surge in alternative investments expected

Amendments to NI 81-102 that are likely to be adopted this year would provide advisors with an intriguing new category of products to offer clients

By: Megan Harman
May 16, 2018 October 17, 2019
09:00

Actively managed, niche ETFs in strong demand

But the ETF industry should tread carefully to ensure these products don’t become too complex as their simplicity and transparency has been key reasons for…

By: Megan Harman
May 15, 2018 October 17, 2019
16:57

RBCGAM introduces U.S. banks ETF

New fund follows the performance of 21 of the largest U.S. dividend paying bank stocks

By: Leah Golob
May 15, 2018 October 17, 2019
11:20

Capital Group Canada discontinues DSC purchase option

Series B units will no longer be offered for sale as of May 24

By: Leah Golob
May 15, 2018 October 17, 2019
10:45

More Canadians consider guaranteed life income products desirable

Segregated funds and annuities are two products that can help Canadians reach their goals

By: Leah Golob
May 15, 2018 October 31, 2019
10:25

IA extends Prestige preferential pricing program

Enhancements help advisors efficiently manage preferential pricing among extended family members

By: Leah Golob
May 14, 2018 October 17, 2019
15:20

Franklin Templeton launches three fixed-income ETFs

The new additions will provide investors with the essential building blocks for the fixed-income component of a portfolio

By: Leah Golob
May 14, 2018 October 17, 2019
11:00

Canadian institutions lead the way in ETF investing

Increasingly, institutional investors are using non-market cap weighted ETFs

May 10, 2018 October 17, 2019
10:30

Mackenzie moves emerging markets management in-house

Industry veteran Arup Datta will manage three funds using a quantitative investment approach

By: IE Staff
May 9, 2018 October 17, 2019
11:45

WisdomTree brings portfolio analysis tool to Canada

Advisors can compare two portfolios side-by-side to improve performance

By: James Langton
May 9, 2018 October 17, 2019
10:30

NBI trims management fees

Fees for certain series of NBI funds and Meritage Portfolios will be reduced

By: Leah Golob
May 8, 2018 October 17, 2019
12:55

Central banks urge financial industry to work together to improve wholesale payments security

CPMI releases proposed strategy on enhancing the industry’s capacity to prevent, detect and respond to attempted fraud,

By: James Langton
May 8, 2018 October 17, 2019
11:30

Educators Financial Group announces risk rating change

Risk rating lowered for Educators Monitored Growth Portfolio

By: Leah Golob
May 8, 2018 October 17, 2019
11:05

BMOAM launches global communications ETF

New fund capitalizes on technological innovation and new media trends in the communications sector

By: Leah Golob
May 8, 2018 October 17, 2019
10:45

BMO Investments to introduce six new funds

The funds will be available in Series A, Series F, Series D, Series I and Advisor Series securities

By: Leah Golob
May 4, 2018 October 17, 2019
16:53

Risk ratings lowered for some BMO private portfolios

The risk rating reductions affect BMO Private Canadian Special Equity Portfolio, BMO Private Diversified Yield Portfolio and BMO Private U.S. Special Equity Portfolio

By: Leah Golob
May 4, 2018 October 17, 2019
15:56

Canadian ETFs attract $706 million in AUM in April

The big winners in the month were U.S. and international equity ETFs while Canadian equity ETFs saw outflows of $391 million

By: Megan Harman
May 4, 2018 October 17, 2019
11:29