Portfolio management change for CI funds
Five mutual funds sponsored by Toronto-based CI Investment Inc. are under new management. Toronto-based Black Creek Investment Management Inc. now is the portfolio subadvisor for…
Five mutual funds sponsored by Toronto-based CI Investment Inc. are under new management. Toronto-based Black Creek Investment Management Inc. now is the portfolio subadvisor for…
Toronto-based 1832 Asset Management LP has lowered the fixed administration fee on 25 funds in the firm’s ScotiaFunds fund family. The lower fee applies to…
Toronto-based 1832 Asset Management LP, portfolio manager for Dynamic Funds, is proposing a change to the investment objective of Dynamic Power Managed Growth Class. Currently,…
The conversion of Toronto-based First Asset Investment Management Inc.’s closed-end fund, Can-60 Income Corp., into an exchange-traded fund (ETF) is complete. The outstanding equity shares…
Montreal-based National Bank Investments Inc. (NBI) has launched its first “smart beta” funds – NBI SmartBeta Canadian Equity Fund and NBI SmartBeta Global Equity Fund.…
Three key criteria for stellar performance
One portfolio manager argues that the market is approaching bottom
Venture-capital funds became poor performers before the Tories phased them out, but the Liberals want them back
Philip Armstrong has been the force behind several ground-breaking financial services firms
Employees of financial services firms often use insecure mobile applications in the workplace, a new U.S. study found
CARBON EXPOSURE REPRESENTS an emerging risk to investment portfolios that can be ignored no longer. With global leaders set to meet in Paris for the…
There is great debate about the CSA's plans to improve transparency in the notoriously opaque fixed-income market
An expert committee has recommended an overhaul of Ontario's regulatory structure
On a recent binge of digging and tossing, a sheaf of old deeds to properties located in central Toronto came to light. Could newfound largesse…
Many family executors fail to appreciate the weight and complexity of the task. Advisors can help clients have these conversations
Trudeau must fulfil three main campaign promises and build bridges with groups such as the civil service and the media
Editorial
Advisors need to be aware of clients in the “switch zone”
Aubrey Hearn, Investment Executive’s 2015 Mutual Fund Manager of the Year, likes to commit to companies and ride their growth
Crowdfunding has not been tested in Canadian markets
Sliding currencies and high debt levels are causing investors to head for the exits when it comes to emerging-markets bonds
Although balance sheets and dividends continue to improve, many firms are struggling to use their assets effectively to improve profitability
Ryan Colwell, an advisor in Georgetown, Ont., thought he was headed for a career in the arts when he took a job at a financial…
Some elderly clients might think creating a joint bank account with an adult child is an easy way to ensure the senior's bills will be…
The quest for insight into what makes some advisors succeed when others fail is global. While there is no single answer, we know that top-performing…
The effectiveness of client appreciation gifts is rarely commensurate with cost. What is important is that the gift be personal and unique and resonate with…
In anticipation of CRM2, many advisors are making the shift from commissions to a fee-based model
