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Online financial advisory services are here, and they are not about to go away. You can survive - and thrive - in the new environment by making so-called "robo-advisors" your friend

  • February 27, 2015 February 27, 2015
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Toronto-based RBC Global Asset Management Inc. has launched 10 new RBC Corporate Class Funds. The funds provide investors with the choice of low volatility, Canadian, U.S., and international and global equities strategies. RBC Corporate Class Funds include a selection of fixed-income and equity funds that provide investors with tax-free switching and rebalancing, reduced taxable distributions […]

  • February 15, 2015 February 15, 2015
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Vancouver-based AlphaDelta Management Corp. has launched a new family of three mutual funds: AlphaDelta Canadian Prosperity Class Fund, AlphaDelta Global Value Class Fund and AlphaDelta Growth of Dividend Income Class Fund. Qwest Investment Fund Management Ltd. will manage the funds. AlphaDelta Canadian Prosperity Class Fund invests in small-cap Canadian companies with a market capitalization of […]

  • February 15, 2015 February 15, 2015
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Montreal-based Formula Growth Ltd. has introduced a new fund to its family. Formula Growth Mutual Fund seeks to achieve long-term capital growth through capital appreciation by investing primarily in U.S. equities securities of small- to medium-cap U.S. companies judged by the fund’s portfolio manager to have above-average growth potential or to be undervalued. The fund […]

  • February 15, 2015 February 15, 2015
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Brian Miron, fixed-income portfolio manager with Toronto-based Fidelity Investments Canada ULC, will retire effective April 1. Miron is portfolio co-manager with Catriona Martin on several Fidelity investment mandates. Sri Tella, portfolio manager with Fidelity, will replace Miron. Tella manages Fidelity’s Canadian fixed-income investment mandates and has been working alongside Miron and Martin as a Canadian […]

  • February 15, 2015 February 15, 2015
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Toronto-based First Asset Investment Management Inc. has completed the conversion of First Asset Pipes & Power Income Fund, formerly a closed-end fund, into an ETF. First Asset Active Utility & Infrastructure ETF represents a risk- adjusted opportunity to earn stable dividends from utility companies and participate in the building of the North American energy infrastructure […]

  • February 1, 2015 February 1, 2015
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Toronto-based PowerShares Canada, a subsidiary of Atlanta-based Invesco Ltd., will terminate PowerShares S&P/TSX Composite High Beta Index ETF and PowerShares S&P 500 High Beta (CAD Hedged) Index ETF, effective on or about April 6. As of March 20, no further direct subscriptions for units of the ETFs will be accepted by PowerShares Canada. Requests for […]

  • February 1, 2015 February 1, 2015
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Toronto-based Monegy Inc. has assumed portfolio-management duties for the high-yield bonds held in BMO Canadian Diversified Monthly Income Fund. The investment strategies of this fund will be changed to reflect Monegy’s investment style. The change in management is to align portfolio mangers across the mutual funds offered by BMO Investments, a unit of Bank of […]

  • February 1, 2015 February 1, 2015
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Winnipeg-based Investors Group Inc. has launched two new mutual funds: Investors U.S. Dividend Registered Fund and Allegro Income Balanced Portfolio Class. Investors U.S. Dividend Registered Fund aims to provide long-term capital appreciation and income to unitholders by investing primarily in a combination of U.S. dividend-paying equities securities and/or other types of income-producing investments. Due to […]

  • February 1, 2015 February 1, 2015
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Doug Leyland wanted to run a small, independent practice. But life in the small dealer world is precarious

  • February 1, 2015 February 1, 2015
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