Two RBCDS advisors violated agreement by calling clients when they moved from MD Management, court says
MD Financial Management Inc. emphasizes the focus on financial services for physicians
MD Physician Services not only has a well-to-do niche clientele, but a compensation model that ensures financial advisors focus on what's important
Alternative investment mutual fund pools added to discretionary wealth management offering
New names better reflect primary mandates
New portfolios use an enhanced asset allocation solution
MD Funds Management Inc. plans to change to the way operating expenses are charged to the MD familay funds, the company said Friday.Effective September 30, the company will charge a fixed administrative fee based on a percentage of assets under management. Previously, operating expenses relating to the funds were based on actual costs and allocated […]
Manulife unit named advisor to MD Dividend Fund
Dividend Fund, Select Fund, American Growth Fund see changes
MD Private Trust Company announced today the appointment of MD Private Investment Management as co-advisor of the MDPIM International Equity Pool. MD Private Investment Management will receive investment sub-advisory services from Mondrian Investment Partners Ltd. of London, England.MD Private Trust Company and MD Private Investment Management are members of the MD Financial Group.