Financial services firms and their reps are seeing a greater need for doing business on mobile devices as well as more demand for wealth-management support services
Rookie advisors often sabotage their careers by making simple, common mistakes. Here are some of the missteps newcomers frequently make, and ways to avoid them
Toronto-based Manulife Mutual Funds is broadening its lineup to allow investors access to tax-efficient income. Series T and Series IT funds (designed for investors seeking regular, monthly cash flow) have been expanded to include more funds within the Manulife fund lineup, and Series FT versions (which generally are designed for investors who have fee-based or […]
Toronto-based BlackRock Asset Management Canada Ltd. has expanded its iShares business with the launch of a new suite of minimum-volatility exchange-traded funds (ETFs) in Canada that track minimum-volatility indexes created by MSCI. iShares MSCI Canada Minimum Volatility Index Fund, iShares MSCI USA Minimum Volatility Index Fund, iShares MSCI EAFE Minimum Volatility Index Fund, iShares MSCI […]
Toronto-based Invesco Canada Ltd. has merged Invesco Global Equity Class Fund into Trimark Global Dividend Class Fund, and Invesco Global Balanced Fund into Trimark Global Balanced Fund. In addition, the company has changed the risk ratings on four of its mutual funds. The risk ratings of Trimark Global Endeavour Fund and Trimark Global Endeavour Class […]
Toronto-based JovFinancial Solutions Inc., portfolio manager of Horizons Advantaged Equity Fund Inc. and Jov Canadian Equity Class Fund, both sponsored by Jov Corporate Funds Ltd., has announced that Toronto-based T.I.P. Wealth Manager Inc. is no longer the subadvisor to the funds. Leon Frazer & Associates Inc., an affiliate of JovFinancial, will continue to act as […]
AlphaPro Management Inc. and Horizons Exchange-Traded Funds Inc. have appointed Guardian Capital LP (all firms are based in Toronto) to assume the subadvisory role for Horizons Dividend ETF. Srikanth Iyer, managing director and head of systematic strategies at Guardian Capital – together with Sam Baldwin and Fiona Wilson, portfolio managers at Guardian – will manage […]
"They can take the company for a spin and see how we are"
Some dissatisfaction has entered the fray however, advisors say there's still much to be positive about
Help clients save for a child’s education with these four tax-efficient options