Implement these five steps to better serve affluent clients
Dustin Haygood of Aristotle Capital Management offers some tech names that might resonate within a value framework
How to Invest: A set-and-forget approach versus an aggressive approach across regions and sectors
Fixed-income funds continue to dominate flows
Plus, CI has an asset-allocation suite, and First Trust takes a laddered approach to U.S. equities
Mutual fund redemptions rose and ETF sales slid, as investors fled equities
Portfolio flows turn negative in March, but stay positive for first quarter
Investors to get more detailed disclosure of issuers' repurchase activity
Cash alternatives and Canadian government bonds benefited from market uncertainty
Foreign investors snapped up Canadian corporate bonds in February