First Asset Capital Corp. of Toronto has combined four of its mutual funds. First Asset Canadian Convertible Debenture Fund has been merged with First Asset Canadian Convertible Bond Fund. First Asset Canadian Dividend Opportunity Fund II has been merged with First Asset Canadian Dividend Opportunity Fund. All unitholders of the closing funds will receive A-class […]
Compliance officers (COs) and company executives in Canada's investment industry shared their views about the regulators that oversee their businesses once again
The firm has created its own RESP account-opening process through Canadian ShareOwner after stopping support of the product soon after launching in 2014
The robo-advisor firm’s clients will now have access to three ETF portfolios: one designed by Invisor itself, as well as one each from the two ETF firms
Credential’s partner firms and their advisors will gain access to Nest Wealth Pro’s white label robo-advisor platform as a result of the agreement
New technology such as AI is likely to be a positive for advisors and their firms because of the potential to make the business more efficient
Advisors who are part of the platform can now invest client assets in Forstrong’s seven actively managed investment strategies
Rowena Chan, the new head of TD Wealth Financial Planning, wants to double assets under administration
Planswell offers clients financial plans based on an online questionnaire. Clients then can sign up for services
Toronto-based Vanguard Investments Canada Inc. has launched four ETFs. All four of the ETFs invest primarily in public, investment-grade, fixed-income securities issued in Canada. 1) Vanguard Canadian Government Bond Index ETF tracks the performance of a broad Canadian government bond index: Bloomberg Barclays global aggregate Canadian government float-adjusted bond Index. The management fee for this […]