Desjardins Group of Lévis, Que., recently launched four mutual funds and one portfolio. Desjardins American Equity Growth Currency Neutral Fund invests in U.S-based companies using Canadian dollars. Desjardins IBrix Global Bond Fund’s objective is to give unitholders better income potential through investments in global economies. Desjardins IBrix Low Volatility Emerging Markets Fund seeks to minimize […]
Toronto-based AGF Investments Inc. has added four corporate-class mutual funds to its AGF All World Tax Advantage Group Ltd. (AWTAG) lineup – despite the upcoming elimination of the tax-deferral benefit of such funds. AGF Elements Yield Portfolio Class Fund invests primarily in a mix of income, bond and equity funds that may include income trusts, […]
The new service is intended for advisors who have clients with smaller accounts they want to keep on, but don’t meet minimum account requirements
Consumer spending and housing market driving U.S. economy
Deciding where to live in retirement is a matter of identifying priorities
A new firm aims to find the right fit between fee-only advisors and clients. But FAIR Canada wants more oversight
Reps are seeing new highs in their books of business. And advisors are rating their firms higher this year in a variety of categories, as the work their dealers are doing to improve is appreciated
Support for mobile technology is becoming more important for financial advisors, and firms are doing a better job of delivering the help advisors need to be productive when away from the office
Individuals are able to upload their statements to Wealthsimple for review, and an advisor with the firm will look to see how the person’s finances can be improved
Barry McInerney replaces Jeff Carney as head of Mackenzie Investments while Carney replaces the retiring Murray Taylor as head of Investors Group