A Morningstar report reveals that the lower loonie and oil prices had a significant impact on mutual funds last year
The new investment pools combine preferred pricing with long-term strategic asset allocation
Focus on low fees, transparent management is boosting ETFs
The firm announced that it will also be merging several funds on that same day
Philip Armstrong has been the force behind several ground-breaking financial services firms
Aubrey Hearn, Investment Executive’s 2015 Mutual Fund Manager of the Year, likes to commit to companies and ride their growth
Any Canadian mutual fund provider that signs up with Aequitas PTF Connect will be able to offer PTFs to clients when the service goes live in Q1 2016
With the rising flexibility of exchanged-traded funds (ETFs), it now is possible to build portfolios for retired clients using only ETFs. Two experts show how to create yield and control risk with ETFs that deliver asset allocation and regional diversity
The challenge for advisors with older clients is to position them with the amount of stock exposure that meets both their financial requirements and their risk tolerance
People in Canada who are single now outnumber those who are part of a couple. These singles are used to running their own show. However, these clients still have special planning needs that financial advisors can help with