Montreal-based Standard Life Mutual Funds Ltd. (SLMF) will terminate Standard Life U.S. Mid Cap Fund, Standard Life Global Equity Focus Fund and Standard Life India Equity Focus Fund on or about Nov. 29. Units of the funds are no longer available for new investments, including additional purchases by existing unitholders and through regular investment plans. […]
Montreal-based O’Leary Funds Management LP has launched O’Leary Floating Rate Income Fund, which seeks to provide income by investing in a diversified portfolio made up primarily of senior floating-rate loans, floating-rate notes and short-duration corporate bonds of investment-grade and non-investment-grade Canadian and global issuers. The fund’s portfolio-management team is headed by Connor O’Brien, chief investment […]
Toronto-based CIBC Asset Management Inc. has changed portfolio managers within its emerging-markets lineup. The changes include the addition of RS Investment Management Co. LLC of San Francisco, Harding Loevner LP of Bridgewater, N.J., and New York-based Pzena Investment Management LLC as portfolio subadvisors to the emerging-markets investment mandates for Imperial Emerging Economies Pool and Frontiers […]
Amid tough times for firms, Richardson GMP buys Macquarie
Toronto-based CI Investments Inc. has introduced Cambridge Global Dividend Fund, which provides investors with the opportunity to achieve a high level of total investment return consisting of dividend income and capital gains, primarily by investing in equities of companies anywhere in the world that pay or may be expected to pay dividends. Units also are […]
Calgary-based Canoe Financial LP, portfolio manager of EnerVest Diversified Income Trust and Canoe mutual funds, has announced that Robert Taylor, senior vice president and portfolio manager with Canoe Financial, has assumed portfolio-management responsibilities for EnerVest Diversified Income Trust, Canoe Canadian Monthly Income Class, Canoe Canadian Asset Allocation Class, Canoe Canadian Equity Class and Canoe Capital […]
One of the largest-ever back office-related transactions will boost NBCN's assets and client base significantly
Women with big jobs and big books are still a small group. Whether it's climbing the corporate ladder or trying to juggle families and work, female advisors still face many challenges.
Once considered pariahs within financial services firms, compliance officers are now viewed as “partners” in doing business, who are “eager to help” and respond “immediately”
Concerns focus on firms' back office, technology and receptiveness to advisor feedback. Nonetheless, firms are delivering in the areas in which advisors place the greatest value