Borrowing to invest is one of the most controversial financial planning strategies. Is it right for your clients?
With mutual funds and exchange-traded funds (ETFs) crossing into each other’s territory, Toronto-based AGF Investments Inc. has introduced a sector-allocation mutual fund that uses ETFs rather than individual security selection to manage the fund’s exposure to various U.S. equities sectors. The goal of AGF U.S. AlphaSector Class Fund is to achieve healthy returns and preserve […]
Investing in floating-rate loans may be a good strategy
Burned investors win $10-million settlement in Money Concepts class action
New competition for low-cost, actively managed mutual funds
Patricia Perez-Coutts seeks the best in emerging markets
Former Berkshire head is looking for advisors for Mandeville firms
Benoit Gervais succeeds retiring Fred Sturm
Some representatives of the fund-management and dealer industries say that small investors could be hurt by any ban on embedded trailer fees for mutual fund products if they’re faced with separate advisory fees instead. If the trailer fee is banned, investors could pay an advisory fee based on a percentage of invested assets, a separate […]
The fund industry and consumer advocates hold sharply different views on mutual fund trailer fees