Firm adopts indices from Solactive AG
Creating a family playbook can help ensure everyone feels well prepared for the years ahead
Only 29% of working-age Canadians believe they’ll be financially comfortable when they retire, new HSBC report finds
The two mutual funds and one ETF seek to generate income from corporate and government bonds, dividend stocks, preferred shares, among others
2016 client research project aims to explore what client segment would be most affected by the potential elimination of embedded commissions
The new platform-agnostic system would make it possible for dealer firms to sell ETFs without having to set up the necessary compliance and back-office infrastructure
The asset-management firm can now participate in the RIA’s board and various committees
The tool assesses investors’ risk tolerance by asking them 15 questions that account for psychological and behavioural finance factors
AGFiQ Asset Management aims to tailor product ideas in response to “specific client needs and outcomes”
The two bring “a wealth of financial and capital markets experience that enhances the bench strength of the board,” the firm states