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
Confidence in finance careers surpassed all other industries by at least 20%
An active investment approach is warranted, given ongoing headwinds
Plus, a new fund from Starlight Apartments; other firms make fund changes
Majority say the next year will be more volatile than 2007–2010 period
In the uncertain landscape, more family offices are allocating to alternative assets
Key considerations to put together a plan that works for you