Advisors will be able to send invites to clients they feel would best benefit from the robo-advisor’s services and then monitor those clients’ portfolios and track their success
Fund companies must consider fewer changes to their products as the constant changes cause confusion, said advisors at the 2016 Canadian Funds Summit in Toronto
Horizons Canadian Dollar Currency ETF seeks to reflect the performance of the C$ vs the US$ by investing in C$-denominated cash and cash equivalents
Nicola Wealth Management and Howard Atkinson have invested in the robo-advisor, which is looking to add a platform for financial advisors and financial services firms
Greystone Equity Pooled Fund has had very strong performance and Bridgestone’s goal is for the fund to outperform in the next three to five years
Despite a large drop in global equities during the quarter, the rally in Canadian equities at the end of Q1 resulted in flat returns for Canadian DB pension plans
Russell report finds that large-cap active managers were positioned favourably in only four of 10 sectors in Q1 — and the picture isn’t looking much better for Q2
The new AGF Community Coach of the Year award will recognize financial professionals who volunteer their time to coach amateur sports
With the addition of Eric Mencke to the team, Dynamic is changing portfolio management teams in certain mutual funds
The number of ETFs listed on the TSX has now more than doubled since 2011 while the launch of an ETF on Aequitas NEO Exchange led to increased trading activity