PMAC found that 19% of member firms are allowing employees to work remotely full time
Morningstar and As You Sow said the category could make ESG fund comparisons more difficult for investors
Total assets down 7.6% from previous quarter, but up 12.2% year over year
Assets under advisement and management dropped nearly 10% from the previous quarter
Northern Trust asked global asset managers what strategies will continue to drive growth in a more challenging environment
Traditional managers see ESG bona fides as competitive advantage
An industry panel broke down the changing environment
A former manager claimed the asset management firm exaggerated the environmental credentials of certain funds
CI Financial Corp. is taking a “centralized” approach to advisor recruitment, in part to avoid having its CI Assante Wealth Management and Aligned Capital Partners businesses compete against each other. “As opposed to Assante looking for advisors to recruit, Aligned looking for advisors to recruit, [and] sometimes bumping into one another, now [we’re] having just […]
Mackenzie's investment fund sales declined