Montreal-based Fiera Capital Corp. will close Fiera Tactical Bond Yield Fund and Fiera Tactical Bond Yield Fund II as of Nov. 30. The two funds now are suspended and are not accepting new purchases of units. Fiera decided to terminate the funds primarily because of the small number of unitholders and assets under management held […]
The new Digital Privacy Act includes provisions to give added protection to vulnerable individuals
Metroland Media's investment will help Nest Wealth, a robo-advisor, promote its brand digitally and in traditional media
Terry Hetherington assumes new role within firm’s private client group
Assets increased by 11.5%; premium revenues improved by 7.7% year-over-year
Acquisition of asset-management firm will help advisors and their wealthy clients, who seek interesting investments non-correlated to the stock markets
The industry veteran had joined the firm earlier this year, on Jan. 5, replacing founder and chairman Sam Bouji
FutureAdvisor’s digital platform will be available to U.S. financial services institutions once the deal closes. Plans to expand internationally will be considered in time
Coreen Sol offers discretionary portfolio management to her roster of middle-market clients. Running a quartet of managed portfolios enables Sol to serve a large book of business without imposing investment minimums
Although advisors are continuing to see significant growth in their books of business, their practices are undergoing a seismic transformation as a result of new regulatory initiatives