With the strong historical returns of traditional balanced portfolios difficult to sustain, a new report from BMOGAM recommends alternative investments with unique strategies
More than 82% of dividend and income equity funds outperformed the S&P/TSX Canadian dividend aristocrats index in 2015
The new fees, which are now in effect, will range from 0.6% to 0.9%, down from 0.75% to 1.25%
The fund now has a new investment manager and will now be named Fiera Capital Income Opportunities Fund
Sphere FTSE Canada Sustainable Yield Index ETF invests in up to 150 Canadian equities of public issuers exhibiting relatively high and sustainable yields
The mergers will take effect in May
These firms should find new ways of serving the mass affluent, such as adding robo-advisor services and focus on attracting younger advisors to the industry
BlackRock Canada has expanded its lineup of C$-hedged products within its minimum volatility ETFs and Horizons has added a new high dividend ETF
Investors may redeem or switch their units of PIMCO Canadian Real Return Bond Fund (Canada) until late June
Consider cost and a client’s desire to be involved in the investment process when helping to choose a type of coverage
Although some clients may be put off by the cost of premiums, advisors can demonstrate the value of permanent coverage
Permanent policies are becoming more expensive and less tax-advantageous, but Canadians are still buying plenty of coverage
The fund was re-opened to news investors on March 28
Terry Thib named as portfolio manager to enhance the fund’s long-standing focus on quality, income-oriented equities
Loonie’s resurgence keeps foreign equity funds in the red
AlphaDelta Tactical Growth Class Fund
Access Life will provide coverage to clients who prefer not to get medical exams, including those who are in good health
The exchange’s focus on liquidity, investor access and efficiency were deciding factors in Invesco’s decision to list its new ETF on the trading platform
The 10 funds will invest in a combination of six new index-based pooled funds in which the asset allocation will gradually and automatically become more…
iShares Edge MSCI Min Vol EAFE Index ETF will now have a annual management fee of 0.35%
The six new ETFs represent the bank’s second foray into the ETF market. It had previously launched a lineup in 2001 and closed the funds…
The changes in investment advisors will allow for more diversification of sectors and foreign securities, among other things
Gerard Ferguson is now co-portfolio manager of Front Street Tactical Equity Class
The company is also reducing management fees for investments under $100,000 for Series A and Series T if purchased under the front-end load option
The fund currently has a limited amount of additional capacity