The new robo-advisor platform is available exclusively to advisors and their clients and gives mutual fund-licensed advisors access to ETFs
Robo-advice platform aims to make advisors more efficient and productive by onboarding clients and recommending one of five portfolios
The school will create new classes and learning opportunities for students in certain master’s programs through the new Rotman FinHub at U of T
RBC InvestEase, which will offer automated investment advice and discretionary portfolio management to consumers, is being tested in a pilot project with employees
OSC allows Toronto firm to launch ICO via the offering memorandum exemption
Many affluent families worry that a large inheritance will rob their children of motivation. There also are concerns about how they will handle the money. Here's how you can help
Toronto-based Fidelity Investments Canada ULC has changed the names and risk ratings of several of its mutual funds. Fidelity ClearPath 2005 Portfolio’s and Fidelity Global Bond Currency Neutral Fund’s risk ratings have been decreased to “low”; the risk rating for Fidelity International Concentrated Equity Fund has dropped to “medium”; and the risk ratings for Fidelity […]
Toronto-based Counsel Portfolio Services Inc. has announced the closure of several funds. Effective immediately, Counsel Canadian Value Class, Counsel Canadian Growth Class and Canadian All Equity Portfolio Class are closed to new sales and switches. As well, Counsel Canadian Conservative Portfolio, Counsel Canadian Balanced Portfolio and Counsel Canadian Growth Portfolio will be terminated effective on […]
A new ETF focused on international developed markets is available from Toronto-based Horizons ETFs Management (Canada) Inc. Horizons Active Intl Developed Markets Equity ETF offers exposure to developed markets outside North America, including Europe, Australasia and the Far East, with a focus on high-quality, dividend-paying companies. Management fees for the ETF are 0.8%. (fcollie@investmentexecutive.com). © […]
Toronto-based RBC Global Asset Management Inc. has launched five ETFs. Four of the ETFs have a fixed-income focus and are co-managed by Phillips Hager & North Investment Management Ltd. and BlueBay Asset Management LLP. These fixed-income ETFs are: RBC PH&N Short Term Canadian Bond ETF, which invests primarily in short- duration Canadian government and corporate […]