To “profession” status?
An imperfect start to financial planning regulation is better than none
- By: Dan Hallett
- February 26, 2016 October 30, 2019
- 00:00
An imperfect start to financial planning regulation is better than none
TD Asset Management Inc. of Toronto has integrated nine of its TD Private Funds into its TD Mutual Funds lineup. The nine funds have been…
Montreal-based National Bank Investments Inc. (NBI) has announced several changes to two of its mutual funds. On March 4, BNY Mellon Asset Management Canada Ltd.…
Toronto-based Sun Life Global Investments (Canada) Inc. has launched two new low-volatility mutual funds. Sun Life MFS Low Volatility Global Equity Fund and Sun Life…
Toronto-based CIBC Asset Management Inc. has announced management changes to two of its mutual funds. As of April 1, Los Angeles-based Causeway Capital Management LLC…
Toronto-based BMO Asset Management Inc. has added two ETFs to its product shelf. BMO Low Volatility International Equity Hedged to CAD ETF invests in international…
Economic conditions may improve in the second half of 2016
Toronto-based Arrow Capital management Inc. will host a special unitholders’ meeting in March to approve the restructuring of Raven Rock Strategy Income Fund and RRF…
IA Clarington Investments Inc., based in Toronto, launched three new mutual funds in January. IA Clarington Yield Opportunities Fund is meant to provide a steady…
Toronto-based Excel Funds Management Inc. has launched two India-focused mutual funds. Excel India Balanced Fund’s mandate is to invest in an actively managed, diversified portfolio…
For conservative investors, a truly difficult balance
Recent increase in U.S. interest rates may spell trouble for the global economy
National Bank Investments Inc. of Montreal has made several changes to one of its global funds: Meritage Global Income and Growth Portfolio has been renamed…
Toronto-based Sentry Investments Inc. has lowered its management fees across its suite of funds. The fee reductions will be accomplished through a combination of fee…
Toronto-based BlackRock Asset Management Canada Ltd. has lowered the fees of two iShares ETFs. The annual management fees of iShares Core S&P U.S. Total Market…
Toronto-based Horizons ETFs Management (Canada) Inc. has introduced an exchange-traded fund (ETF) with exposure to Hong Kong-listed securities. Horizons China High Dividend Yield Index ETF…
Keeping a long-term perspective would help
One of the big questions hanging over the bond market is the trajectory of interest rate hikes imposed by the Fed
Toronto-based Vanguard Investments Canada Inc. has launched Vanguard FTSE Developed All Cap ex-North America Index ETF and Vanguard FTSE Developed All Cap ex-North American Index…
Rick Weed, senior vice president, investment management, with Toronto-based Mackenzie Financial Corp., and his systematic strategies team have three more mutual funds to manage: Mackenzie…
Toronto-based Fidelity Investments Canada ULC announced several changes to its fund lineup in late 2015. Fidelity Canada will merge four funds: Fidelity American Opportunities Fund…
Toronto-based Excel Funds Managements Inc. intends to merge Excel BRIC Fund with Excel Emerging Markets Fund, subject to regulatory and unitholder approvals. A special meeting…
Study shows that many active portfolio managers are not using factor exposure to boost returns
Portfolio managers are not tripping over opportunities in Canada, but there are good buys out there