Mandeville Holdings Inc. – Investment Executive https://www.investmentexecutive.com Canada's news source for financial professionals Wed, 18 Jan 2023 20:24:49 +0000 en-US hourly 1 https://wordpress.org/?v=5.9.3 https://www.investmentexecutive.com/wp-content/uploads/sites/3/2018/01/cropped-favicon-1-32x32.png Mandeville Holdings Inc. – Investment Executive https://www.investmentexecutive.com 32 32 Court sides with firm in dispute over advisor-managed funds https://www.investmentexecutive.com/news/from-the-regulators/court-sides-with-firm-in-dispute-over-advisor-managed-funds/ Wed, 18 Jan 2023 20:24:49 +0000 https://www.investmentexecutive.com/?p=458835 Rep sought to bring funds she managed for clients to new business

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]]> Mandeville, Smart Money introduce WealthPort service https://www.investmentexecutive.com/news/industry-news/mandeville-smart-money-introduce-wealthport-service/ Tue, 08 Aug 2017 21:45:00 +0000 https://www.investmentexecutive.com/uncategorized/mandeville-smart-money-introduce-wealthport-service/ Mandeville advisors can refer clients and prospects to the new platform, which combines the benefits of a robo-advisor but with access to private alternative strategies, for a referral fee

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]]> Mandeville’s MFDA reps now sell ETFs https://www.investmentexecutive.com/newspaper_/news-newspaper/mandeville-s-mfda-reps-now-sell-etfs/ Fri, 23 May 2014 04:00:00 +0000 https://www.investmentexecutive.com/uncategorized/mandeville-s-mfda-reps-now-sell-etfs/ Unique arrangement makes this the first time MFDA-licensed reps are able to offer clients ETFs

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]]> Mandeville launches ETF offering https://www.investmentexecutive.com/news/products/mandeville-launches-etf-offering/ Mon, 28 Apr 2014 18:40:00 +0000 https://www.investmentexecutive.com/uncategorized/mandeville-launches-etf-offering/ Reps will place ETF trades directly on Broadridge’s Dataphile platform

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]]> Lee-Chin launches new dealerships https://www.investmentexecutive.com/newspaper_/news-newspaper/lee-chin-launches-new-dealerships/ Fri, 26 Jul 2013 04:00:00 +0000 https://www.investmentexecutive.com/uncategorized/lee-chin-launches-new-dealerships/ Former Berkshire head is looking for advisors for Mandeville firms

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