The role for universal life
Universal life insurance can provide benefits such as flexibility and tax-exempt investment room, but the product is not suitable for all clients
- By: Megan Harman
- April 4, 2017 November 9, 2019
- 15:00
Latest news in Products
The great universal life debate
As universal life products evolve, some advisors say these products continue to be attractive while others say UL has no place in a client’s portfolio
- By: Megan Harman
- April 4, 2017 November 9, 2019
- 14:15
First Asset to terminate advisor class units
Demand for advisor class units, which make up less than 2% of the firm’s AUM, is expected to decline as new regulatory measures take shape
- By: Beatrice Paez
- April 4, 2017 October 17, 2019
- 10:30
Douglas Cooper joins Empire Life as portfolio manager
Cooper, formerly of CI, will co-manage various Canadian equities-focused funds with Empire Life CIO Ian Hardacre
- By: IE Staff
- April 4, 2017 October 17, 2019
- 06:45
Horizons ETFs reduces fees on two ETFs
Management fees on Horizons S&P/TSX Capped Energy Index ETF and Horizons S&P/TSX Capped Financials Index ETF have been reduced to 0.25% from 0.35%
- By: Beatrice Paez
- April 3, 2017 October 17, 2019
- 16:00
Desjardins launches first ETFs
The company has introduced seven new ETFs to the market while Mackenzie has reclassified the risk rating for one of its ETFs
- By: Beatrice Paez
- April 3, 2017 October 17, 2019
- 10:15
New portfolio manager for Scotia fund
Barrantagh Investment Management will take over as portfolio advisor for Scotia Private Canadian Mid Cap Pool as of June 1
- By: Beatrice Paez
- March 31, 2017 October 17, 2019
- 14:55
Dynamic Funds to reduce fees, terminate DSCs
The firm is also plans to cap or eliminate the fees and expenses associated with certain series in an effort to simplify its product offering
- By: Beatrice Paez
- March 31, 2017 October 17, 2019
- 11:40
Dynamic proposes various fund mergers
Securityholders will vote on the proposed mergers on or about June 9 and, if they approve, the mergers will take place on or about June…
- By: Beatrice Paez
- March 30, 2017 October 17, 2019
- 10:20
Mutual fund sales surge in RRSP season
Although balanced funds are still providing the majority of net sales, equity funds are showing signs of life while bond funds are also up
- By: James Langton
- March 29, 2017 October 17, 2019
- 13:50
BlackRock to make major changes to active management process
The new approach, which focuses on greater use of technology and “reorienting” some investment teams, comes under the leadership of Mark Wiseman
- By: James Langton
- March 29, 2017 October 17, 2019
- 09:35
First marijuana-based ETF set for launch
Horizons Medical Marijuana Life Sciences invests in stocks tied to medical marijuana bioengineering and production
- By: Beatrice Paez
- March 28, 2017 October 17, 2019
- 16:30
Greater access to alternative investments may come in spring 2018: AIMA
Investment and mutual fund dealers would have the ability to pitch alternative investments to the average investor the same way they sell mutual funds
- By: Beatrice Paez
- March 28, 2017 October 17, 2019
- 14:35
New indices to help private wealth clients monitor performance
The new indices provide context to money-weighted return information clients are receiving as part of the new CRM2 rules
- By: Jade Hemeon
- March 28, 2017 October 17, 2019
- 13:00
Franklin Templeton to reduce fees on four funds
The changes are expected to kick in April 3 and management fees will be reduced by 35%
- By: Beatrice Paez
- March 27, 2017 October 17, 2019
- 12:30
Investors Group cancels fund mergers
The decision came as a result of a new provision in this year’s federal budget relating to mutual fund mergers
- By: Beatrice Paez
- March 24, 2017 October 17, 2019
- 16:15
Invisor strikes partnerships with BlackRock and Vanguard
The robo-advisor firm’s clients will now have access to three ETF portfolios: one designed by Invisor itself, as well as one each from the two…
- By: Fiona Collie
- March 24, 2017 October 17, 2019
- 12:30
LOGiQ revises proposed fund mergers in response to federal budget
The firm will no longer go through with a planned merger and announced instead new mergers for each affected fund into its corresponding trust
- By: Beatrice Paez
- March 24, 2017 October 17, 2019
- 10:45
Manulife Investments makes changes to mutual fund suite
The firm is introducing four asset-allocation portfolios and plans to fold 12 of its existing funds into the new portfolios
- By: Beatrice Paez
- March 23, 2017 October 17, 2019
- 16:45
LOGiQ, Scotia announce plans to terminate funds
Macquarie Emerging Markets Infrastructure Income Fund will be cut from LOQiG’s offerings while Scotia plans to terminate the Moenda LatAm Fixed Income Fund
- By: Beatrice Paez
- March 23, 2017 October 17, 2019
- 16:20
TD Asset Management introduces TD managed ETF portfolios
The managed portfolios of TD index-tracking ETFs are designed to meet a range of investor risk profiles and are currently available for self-directed investors
- By: IE Staff
- March 21, 2017 October 17, 2019
- 09:00
Franklin Templeton makes portfolio management changes to three funds
The changes, which affect three emerging market funds, see key individuals assume leadership positions as Mark Mobius steps off from the portfolio management teams
- By: IE Staff
- March 21, 2017 October 17, 2019
- 08:50
Redwood launches its first ETFs on NEO Exchange
The Purpose Investment subsidiary is the fourth ETF issuer to list securities on the exchange
- By: Beatrice Paez
- March 17, 2017 October 17, 2019
- 09:50
Active investment strategies outperform passive ones in the long run: Dalbar
The difference is due to investors' behavioural patterns, particularly the timing of their purchases and redemptions
- By: Jade Hemeon
- March 16, 2017 October 17, 2019
- 15:50