Rising numbers of HNW clients are asking about socially responsible investing
The firm is the first Canadian robo-advisor to set up shop outside this country, having launched in the U.S. earlier this year
Diagram is open to business-to-business ideas that can help advisors and their firms in their daily operations
Toronto-based RBC Global Asset Management Inc. has added seven ETFs to its product lineup. Montreal-based State Street Global Advisors Ltd. will act as subadvisor for all seven funds. Each of these ETFs is designed to follow an FTSE Russell index. The new funds are: RBC Canadian Short Term Bond Index ETF; RBC Canadian Bond Index […]
Toronto-based TD Asset Management Inc. (TDAM) has added two mutual funds to its product lineup. TD U.S. Dividend Growth Fund seeks to provide income and capital growth to unitholders through investments in dividend-paying U.S. companies with a competitive advantage. This fund is managed by David Sykes, managing director and head of the fundamental equities team […]
Toronto-based Invesco Canada Ltd. has launched two income-focused ETFs: PowerShares 1- to 10-Year Laddered Investment Grade Corporate Bond Index ETF; and PowerShares REIT Income Index ETF. The corporate bond ETF manages risk by spreading out bond maturities. Furthermore, this ETF’s short-term bond holdings reduce interest rate sensitivity and its medium-term holdings provide higher yield. This […]
Toronto-based WisdomTree Asset Management Canada Inc. has launched three ETFs. WisdomTree Canada Quality Dividend Growth Index ETF offers investors exposure to Canadian dividend-paying companies. This ETF tracks the price and yield performance of the WisdomTree Canada quality dividend growth index. Similarly, WisdomTree U.S. MidCap Dividend Index ETF provides investors with exposure to mid-cap U.S. companies […]
Toronto-based Evolve Funds Group Inc. has launched two niche ETFs focused on gender diversity and cybersecurity. Evolve North American Gender Diversity Index ETF is designed to provide investors with access to North American companies with a demonstrated commitment to gender diversity as part of their corporate social responsibility strategy. This ETF tracks the performance of […]
The firms with which advisors are most pleased come from every channel in the Report Card series, but share some key traits
Recent changes in cutoff limits for assets held by those receiving ODSP benefits will permit more sources of support for recipients