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Acquisition of three Ontario branches by 3Macs translates into new opportunities for both businesses
Although the vast majority of advisors have a LinkedIn profile, they may not be aware of the opportunity it represents
Despite the different business models among dealer firms, all are providing the main elements that advisors, who report bigger books of business and pay, need to drive their success
Toronto-based TD Asset Management Inc. (TDAM), portfolio manager of TD Mutual Funds, has introduced TD U.S. Shareholder Yield Fund to its fund family lineup. The fund will provide investors with access to a diversified portfolio of U.S.-based income-producing securities. At the same time, TDAM has expanded TD European Growth Fund to include A-class and F-class […]
Toronto-based Mackenzie Financial Corp. has announced it will be merging three funds and making a subadvisor change for a fourth. All these funds are distributed exclusively through Quadrus Investment Services Ltd. Focused Canadian Equity Fund will be merged into Focused Canadian Equity Class; International Equity Fund (fund subadvisor: Putnam Advisory Co. LLC) will be merged […]
Toronto-based Horizons ETFs Management (Canada) Inc. has launched Horizons Canadian Select Universe Bond Exchange-Traded Fund (ETF), which will provide investors with exposure to the Canadian investment-grade bond universe. This new ETF seeks to replicate the performance of the Solactive Canadian select universe bond index, which is compiled by Germany-based index provider Solactive AG. Recognizing that […]
Toronto-based RBC Global Asset Management Inc. has introduced two new funds to its product lineup: RBC Global Equity Focus Fund and RBC International Equity Currency Neutral Fund. RBC Global Equity Focus Fund is appropriate for investors seeking a combination of wealth generation and wealth preservation. RBC International Equity Currency Neutral Fund is a currency-hedged option […]
Unique arrangement makes this the first time MFDA-licensed reps are able to offer clients ETFs
Putting together the dealers’ Report Card is an ongoing process that requires tweaking to get a more accurate representation of the dealer channel. This year was no exception. Investment Executive research journalists Scott Barber, Jacob Boon, Geoff Davies and Leah Golob spoke with 501 financial advisors at 11 dealer firms, which are now grouped under […]