Pablo Fuchs, senior editor with Investment Executive, and Fiona Collie, staff writer, discuss why survey participants believe their dealer firms are failing to meet expectations in some key categories.
Credential and National Bank have signed agreements to use Nest Wealth’s robo-advisor platform
With ratings declining in some key areas and fewer advisors prepared to recommend their firms, advisors believe their firms could be doing a lot more to keep them satisfied
Getting things right in handling advisors' feedback can be a challenge for firms even when they put significant efforts in place to accept and respond to that feedback
Toronto-based Fidelity Investments Canada ULC has launched a new fixed-income mutual fund. Fidelity Multi-Sector Bond Fund seeks to provide unitholders with a steady flow of income and potential capital gains. The fund works toward this goal by investing in global issuers across a variety of fixed-income subsectors, including government bonds, corporate bonds, high-yield bonds and […]
Toronto-based Excel Funds Management Inc. has launched its first ETFs. Excel Global Balanced Asset Allocation ETF and Excel Global Growth Asset Allocation ETF began trading on the Toronto Stock Exchange (TSX) in May. The investment objective of Excel Global Balanced Asset Allocation ETF is to achieve an annual return of 2.5% more than the Bank […]
Toronto-based Franklin Templeton Investments Corp. recently introduced its Franklin LibertyShares Platform in Canada. This platform includes two actively managed ETFs and two strategic beta ETFs. Franklin Liberty Risk Managed Canadian Equity ETF and Franklin Liberty Canadian Investment Grade Corporate ETF are actively managed ETFs that began trading on the TSX on May 30. As actively […]
Toronto-based Mackenzie Financial Corp. is adding to its product lineup by launching two mutual funds and an ETF. Mackenzie U.S. Strategic Income Fund invests primarily in U.S. dividend-paying equities and a diversified portfolio of fixed-income securities, including high-yield bonds and loans. This fund also actively manages exposure to foreign currency. Mackenzie Global Credit Opportunities Fund’s […]
Make sure to focus on the business’s strategy while delegating the day-to-day business to your successor and staff for the succession process to work properly
Myles Zyblock expects to see a broad-based improvement in corporate earnings this year, primarily driven from Europe