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Keyword: Mutual fund dealers

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advisor on top

Meanwhile, equities and ETFs have gained portfolio share for brokerage advisors

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Loss of third-party fund distribution seen as "unintended consequence" in 2018

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Both firms now operate under the Investia banner

  • By: IE Staff
  • July 5, 2021 July 5, 2021
  • 11:22
covid-19 impact markets

Mutual fund advisors’ books shrank, but productivity increased

Partners discussing new plans

The average client has $75,000 in assets and is saving for retirement, an MFDA report says

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With the deal, Agora aims to strengthen its cloud-based wealth management platform

  • By: IE Staff
  • July 29, 2020 July 29, 2020
  • 12:14
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Mutual fund dealers would like to join the ETF world, but hurdles abound

  • By: Katie Keir
  • January 17, 2020 February 23, 2021
  • 00:10
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The board includes members from FundEX, Sterling Mutuals and Aviso Wealth

  • By: IE Staff
  • December 13, 2019 December 13, 2019
  • 10:00
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Rapport is the first credit union to join Wealthsimple's advisor platform

  • By: IE Staff
  • September 18, 2019 October 17, 2019
  • 11:33
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“We’ve got to keep the standards high,” says PMAC president