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The service automatically rebalances a portfolio holding mutual funds from multiple companies

  • By: IE Staff
  • February 2, 2018 February 2, 2018
  • 14:30

After 25 years with an insurance giant, Michael Stanley now oversees day-to-day operations at Sterling Mutuals

Mandeville, Smart Money introduce WealthPort service

The new robo-advisor platform is available exclusively to advisors and their clients and gives mutual fund-licensed advisors access to ETFs

Street Capital appoints chief product and marketing officer

The former CEO of Quadrus steps into the role while Nelson Cheng remains as CEO

The settlement is as a result of allegations that Sterling failed to investigate a client complaint and supervise a couple of reps properly

The purchase represents continued expansion as it adds $1.3 billion in AUA to Sterling Mutuals

Deal broadens fund dealer’s network of financial advisors to more than 215 associates

Firm ordered to retain independent monitor to resolve compliance deficiencies

  • By: IE Staff
  • August 21, 2008 August 21, 2008
  • 12:55

Deal follows Foresters’s acquisition of Unity Life of Canada

Firm picks up advisors in three provinces