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Keyword: Portfolio managers

151 results found
Dividing groups

CIRO poised to take over dealer registration

OSC to delegate registration to CIRO, rest of CSA considering it too

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ATB Financial to acquire Manitoba firm with $5.8B in AUM

BCV Asset Management Inc. to retain Winnipeg headquarters, branding

signing document

Advisers failed to enforce investment limits: SEC

Regulator orders fines, disgorgement against portfolio manager, broker

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IA Clarington partners with new firm founded by Dan Janis

Plus, a roundup of recent fund launches

Mélissa Sabourin and Mary Hagerman read The Black Belt Investor in French and English

Celebrating 10 years of ETF-based portfolio returns

Why one portfolio manager believes ETFs have revolutionized the investment landscape

Big binders

SEC ramps up funds’ portfolio disclosure demands

Fund industry warns about risks to investors as portfolio reporting increases

Wellington-Altus acquires ICPM business in Ontario

Wickham Investment Counsel Inc. adds just over $200 million to the firm's assets

Business partnership meeting. Picture businessmans handshake. Successful businessmen handshaking after good deal. Horizontal, blurred (Business partnership meeting. Picture businessmans handshake. Successful businessmen handshaking after good deal. Ho

CI buys two U.S.-based RIAs with $8.1B in combined assets

Wealth management firms based in Florida and North Carolina serve ultra-high-net-worth clients

Frozen funds

FCA reaches deal for investors in frozen funds

Fund manager, H2O, agrees to provide €250 million to unitholders

FINTRAC sanctions Montreal wealth manager

Compliance review found violations of anti-money laundering rules