Long-watched themes paid out big this year for Rob Cavallo and Marcello Montanari, joint managers of the RBC Life Science & Technology Fund
Focus turns to advisor titles and CFR compliance
Clients should be prepared for new obligations
Proposed legislation extends reassessment period
Issuers prefer a more principles-based approach to sharing data about board members
Consultation shows range of views on where the organization should focus next
Profit Survey: High rates may cut into profits in future quarters
Stakeholders worry the money could be turned into a slush fund
CIRO consultation shows support for exam-based model
Handwritten notes are deemed a valid codicil
It’s still a challenge for passive funds
Trading patterns provide clues to which investors are buying which funds
Almost five years into the regime, new categories have won over investors
ETFs can boost an FHSA strategy by offering diversification and downside protection
Advisors should monitor tax changes, T+1 and a wide-ranging review of the sector
In a market dominated by big banks and multinationals, smaller providers must overcome significant barriers to thrive
Two experts explain their selections
We asked three experts
Both products offer fractional exposure to U.S. stocks, but they differ substantially from one another
History suggests ETF trends are often momentary phenomena tied to unique market conditions
Funds that launch first often gather more assets and charge higher fees, but they don’t always maintain their top status
Fed’s proposed new rules will be more restrictive
Newsmaker: George Mavroudis has seen his firm expand globally. Now he’s eyeing the retail market
Interest revenue and fee income have boosted profits
Fund industry pushes back on reforms to address liquidity issues