The mutual fund company has agreed to pay more than $1 million in penalties and costs for violating sales practices rules
New information aims to help investors determine whether a higher-cost, actively managed mutual fund fits their investment goals better than a lower-cost alternative
Regulator alleges investment fund manager violated mutual fund sales practices rules
Mutual funds launch could make Vanguard a formidable competitor
Regional managers are overseeing the reassignment of clients to veteran advisors following the dismissal of approximately 400 primarily younger advisors
Value investing also contributed to solid returns in mutual fund families
Gaelen Morphet's style is very much in line with Sentry's brand of investment management
Canoe will become the portfolio manager of the O’Leary funds once the deal closes officially
Having investment fund manager and portfolio manager roles under one legal entity is expected to improve operational efficiencies
The firm has also hired Christophe Vandewiele to oversee its entry into the institutional market