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
Ram Ramaswamy has spent the past 16 years with Goldman Sachs Asset Management LP in the alternative investments and manager selection group
New fund, which invests in bitcoin and ethereum, is accessible to accredited Canadian investors
The industry veteran will oversee financial planning at the portfolio management firm
Alexandra Horwood builds custom portfolios for her clients, then monitors the portfolios closely
Jeannine LiChong will be leaving the company at the end of the year
Abe Sheikh brings expertise in statistical analysis and quantitative modeling
To help uncover a solid performer, follow these selection criteria
Lawrence Ullman, most recently of Richardson GMP, is going to bat on his own with Ullman Wealth Management
The program includes five risk-targeted Morningstar portfolios consisting of mutual funds, pooled funds and ETFs