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Advisors can compare two portfolios side-by-side to improve performance

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These strategies provide access to a diversified range of global exposures that complement benchmark-centric or domestic portfolios

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The agreement will make Lionridge’s investment management services available to Wellington-Altus’ clients

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The fund will be available to accredited investors within the next few weeks

Empire Life expands digital applications to seg funds

Empire Life and Canaccord Genuity announce recent hires

  • By: Leah Golob
  • January 15, 2018 January 21, 2018
  • 14:50

Investment commentary and reporting have been challenging to automate because of the skill required to analyze investment data, articulate the rationale behind investment decisions and ensure quality control

  • By: IE Staff
  • December 19, 2017 December 19, 2017
  • 14:45

Ram Ramaswamy has spent the past 16 years with Goldman Sachs Asset Management LP in the alternative investments and manager selection group

  • By: IE Staff
  • November 9, 2017 November 9, 2017
  • 12:45

New fund, which invests in bitcoin and ethereum, is accessible to accredited Canadian investors

  • By: IE Staff
  • October 23, 2017 October 23, 2017
  • 11:00

The industry veteran will oversee financial planning at the portfolio management firm

  • By: IE Staff
  • October 16, 2017 October 16, 2017
  • 15:45

Alexandra Horwood builds custom portfolios for her clients, then monitors the portfolios closely