Latest deal to purchase Millar Private Wealth Management adds $800M in assets
Purchase of De Thomas Wealth is expected to add $2.7B to IPC’s assets
Policy brief argues for national climate information architecture
Both fund categories also set new total asset records in June
Plus, new ETF series from Ninepoint, mutual funds from Desjardins; Fiera, TDAM announce fund changes
The regulator says the new exam fees will lower the cost of licensing in Canada
Plus, CIBC introduces education portfolios; Harvest terminates mutual funds
Market volatility, state of economy causing some independent advisors to delay their succession plans
Plus, fund changes from CI GAM, SEI Canada, Scotia Global Asset Management
The equity asset class is driving the inflows in 2025 so far