Raymond James enhances toolkit for advisors
Advisor network gains access to NEO connects platform-traded funds
- By: Leah Golob
- June 11, 2018 October 17, 2019
- 11:00
Advisor network gains access to NEO connects platform-traded funds
BlackRock’s systemtic active equity team will bring expertise to iProfile International Equity Pool/Class
UBS Investment Management Canada named portfolio manager
New portfolio managers for two mutual funds
Investors will benefit from lower fees
The mutual fund company is capping, reducing the management fees of and consolidating and renaming certain fee-based series
With a new subadvisor, IA Clarington Global Multi-Asset Fund introduces an actively managed, global multi-asset strategy
The ETF sector on the exchange has reached a record high of $150 billion in assets under management
Names changes announced for four funds
The four portfolios each invest in one or more underlying ETFs
New names for more than 20 PowerShares ETFs take effect July 27
New series gives investors more options
The insurer is also introducing preferred pricing for clients with $500,000 in household assets invested in eligible Empire Life GIF products
The mergers will take effect June 15
Members eligible for wearable technology upgrade
Fund company introduces global multi-sector credit and Canadian “core plus” strategies
Balanced funds and bond funds post net redemptions
Proposed changes aim to simplify IG’s Cornerstone Portfolios lineup
Performance expectations driving institutional investors to apply ESG factors to smart beta strategies
New hire to drive the firm’s distribution efforts in the European institutional market
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
Redemptions will be paid on July 3