Industry AUM drop nearly 2% during the month
After filling a risk profile online, clients will be contacted by Antya Investments’ founder and portfolio manager to discuss investment options
Sustainalytics will provide its data for the development of an ESG profile page that will be incorporated into Glass Lewis’ proxy research reports
On average, Canadian retirees are living on 62% of the income they had prior to retirement
With investors having more options for financial advice than ever before, it’s critical that advisors are aware of the major deal-breakers that could cause clients to switch firms
Canoe will become the portfolio manager of the O’Leary funds once the deal closes officially
The brokerage firm has hired Jim Tower to lead its new power and infrastructure investment-banking business
The Manulife Investor Sentiment Index is at its lowest since financial crisis
The holdings in Sun Life MFS Low Volatility Global Equity Fund and Sun Life MFS Low Volatility International Equity Fund are actively managed and broadly diversified
The market for clients and investment dollars is changing, upended by the low fees and convenience of fintech