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Andy Mitchell, who has headed two dealer firms, takes IFIC’s helm as the industry adjusts to a new SRO and disclosure rules

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Portfolio advisory changes to certain equity funds have also been announced

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The bank also proposed changes to the investment objectives of two ETFs

  • By: IE Staff
  • August 19, 2021 August 19, 2021
  • 12:17
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Two funds will also be terminated

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The firm is also renaming certain mutual funds and eliminating the O series of nine funds

  • By: IE Staff
  • July 14, 2021 July 14, 2021
  • 17:31
old way, new way

The fund company has finalized the merger and renaming of certain funds

  • By: IE Staff
  • June 4, 2021 June 4, 2021
  • 11:00
new label

The asset management firm is also closing classes of multiple funds

  • By: IE Staff
  • May 28, 2021 May 28, 2021
  • 11:53
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The funds are being eliminated due to asset size and duplication

  • By: IE Staff
  • September 15, 2020 September 15, 2020
  • 15:09
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The changes to six Investors Portfolios will allow for flexibility, the firm says

  • By: IE Staff
  • August 19, 2020 August 19, 2020
  • 12:19
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The change affects the firm's SocieTerra line of funds

  • By: IE Staff
  • March 26, 2020 March 26, 2020
  • 11:47