Mutual fund manager Patricia Perez-Coutts and four other employees left AGF to join Westwood in 2012
If advisors charge investors directly, 24% of survey respondents say they would be less likely to use an advisor
The asset-management firm entered the ETF space earlier this year with its launch of seven ETFs in January
AGFiQ Asset Management aims to tailor product ideas in response to “specific client needs and outcomes”
The asset-management firm also introduced its AGFiQ Asset Management team of multi-disciplinary investment professionals to oversee these new products
The fund, which is targeted to institutional and high net-worth investors, seeks to acquire energy, utilities, civil and social infrastructure assets
Karrie Van Belle, who joins the firm as head of marketing and communications, takes over from Jay Bhutani, now head of the firm’s ETF strategy
The firm plans to introduce four actively managed ETFs and three ETFs that will allocate tactically among other ETFs
Net redemptions of mutual funds are easing off
The new AGF Community Coach of the Year award will recognize financial professionals who volunteer their time to coach amateur sports