FSA is proposing a ban on all payments from product providers to platforms
Portfolio management service offers access to some of the world’s leading investment managers
Goodman & Company, Investment Counsel Ltd. says that unitholders have approved the reorganization of the Marquis Investment Program and Radiant Strategic Portfolios to create a single streamlined wrap program.At special meetings held Tuesday, unitholders approved the several fund mergers, as well as changes to the investment objectives to five continuing funds.The reorganization is expected to […]
Clients like them because they provide the “sleep well at night” factor; advisors like them because they are easy to sell
New series uses ETFs to create portfolios tailored to specific investment goals
Wrap program offers advisors flexibility
New risk-targeted wraps offer investors access to unique sectors
73% of current users plan to increase their usage of mutual fund wrap program in the next 1-2 years
ClearPlan Custom Fund Portfolios second offering in Fidelity Clear Solutions package
Diversified Income Portfolio now directly available to RBC DS clients