Educate clients to help them maximize grants and choose the right plan
As tuition climbs, advisors should urge clients to start planning early on
Firms are doing better than ever when it comes to compensation, but advisors still see much room for improvement
Firms in the survey still have some gaps to close
Advisors should help their clients bulk up their holdings in these growing countries as valuations are at historical lows while potential is at an all-time high
Older advisors not so quick to take up tablets, smartphones
Horizons Exchange Traded Funds Inc., along with its affiliate, AlphaPro Management Inc., both based in Toronto, have added a new exchange-traded fund (ETF) to their lineup: Horizons Morningstar Hedge Fund Index ETF, which will allow investors to get hedge fund-type exposure for their portfolios through an index strategy. This ETF seeks investment results that replicate […]
Toronto-based Fidelity Investments Canada ULC has introduced Fidelity Tactical Fixed Income Fund. This fund aims to provide investors with a steady flow of income. It invests, either directly or indirectly through underlying funds, primarily in Canadian fixed-income securities. Brian Miron and Jeff Moore will co-manage the fund. Advisor commissions are 0%-5% for front-end sales, 4.9% […]
Toronto-based AGF Management Ltd. and Boston-based Eaton Vance Corp. jointly have launched two new mutual funds in Canada and the U.S. that combine the investment-management and distribution strengths of the two organizations. AGF Floating Rate Income Fund is being offered in Canada by AGF and is subadvised by Eaton Vance Management (EVM), a wholly owned […]
Toronto-based Invesco Canada Ltd. has appointed Clayton Zacharias as lead portfolio manager of Trimark Income Growth Fund. He will be joined by a team of five equity portfolio managers and by the four-member fixed-income team led by Rex Chong, head of fixed-income investments at Invesco Canada. The fund will continue to be managed using a […]