Segregated funds – Investment Executive https://www.investmentexecutive.com Canada's news source for financial professionals Wed, 13 Nov 2024 15:09:48 +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 Segregated funds – Investment Executive https://www.investmentexecutive.com 32 32 Product roundup: J.P. Morgan Asset Management eyes private markets https://www.investmentexecutive.com/news/products/product-roundup-j-p-morgan-asset-management-eyes-private-markets/ Tue, 12 Nov 2024 21:15:04 +0000 https://www.investmentexecutive.com/?p=496541 Plus, product launches from Manulife, Picton Mahoney and LongPoint

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]]> Product roundup: Empire Life launches six more segregated funds https://www.investmentexecutive.com/news/products/product-roundup-empire-life-launches-six-more-segregated-funds/ Thu, 31 Oct 2024 16:50:19 +0000 https://www.investmentexecutive.com/?p=495820 Plus, new ETFs from BMO and Dynamic Funds enter the scene

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]]> Primerica Canada to distribute Canada Life seg funds https://www.investmentexecutive.com/news/industry-news/primerica-canada-to-distribute-canada-life-seg-funds/ Fri, 04 Oct 2024 11:55:51 +0000 https://www.investmentexecutive.com/?p=493911 The deal will have no impact on existing advisors, insurer says

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]]> FSRA review finds compliance with seg fund DSC ban https://www.investmentexecutive.com/news/from-the-regulators/fsra-review-finds-compliance-with-seg-fund-dsc-ban/ Mon, 24 Jun 2024 20:24:32 +0000 https://www.investmentexecutive.com/?p=488346 Regulator reviewed 54 information filings from 14 insurers

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]]> How total cost reporting will affect life agents https://www.investmentexecutive.com/news/industry-news/how-total-cost-reporting-will-affect-life-agents/ Wed, 19 Jun 2024 19:02:41 +0000 https://www.investmentexecutive.com/?p=488059 After receiving enhanced statements, clients may have questions, FSRA says

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]]> FSRA refuses licence over false CE certificates https://www.investmentexecutive.com/news/from-the-regulators/fsra-refuses-licence-over-false-ce-certificates/ Mon, 10 Jun 2024 20:24:51 +0000 https://www.investmentexecutive.com/?p=487432 Agent deemed unsuitable after deceiving regulators about continuing education

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]]> Evolving seg funds catching the eye of affluent clients https://www.investmentexecutive.com/soundbites/equities/evolving-seg-funds-catching-the-eye-of-affluent-clients/ Tue, 04 Jun 2024 17:01:29 +0000 https://www.investmentexecutive.com/?p=486732 Paul Ghoche of Canada Life says innovations and a demand for safety are driving interest in segregated funds

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]]> Transcript: Evolving seg funds catching the eye of affluent clients https://www.investmentexecutive.com/soundbites/transcripts/transcript-evolving-seg-funds-catching-the-eye-of-affluent-clients/ Tue, 04 Jun 2024 17:01:20 +0000 https://www.investmentexecutive.com/?p=486727 Paul Ghoche of Canada Life says innovations and a demand for safety are driving interest in segregated funds

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]]> FSRA seeks CRM2-like disclosures for seg funds https://www.investmentexecutive.com/news/from-the-regulators/fsra-seeks-crm2-disclosures-for-seg-funds/ Mon, 27 May 2024 19:38:48 +0000 https://www.investmentexecutive.com/?p=486565 Proposal would require seg fund disclosure of embedded costs

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]]> Fund costs fell after CRM2 https://www.investmentexecutive.com/news/from-the-regulators/fund-costs-fell-after-crm2/ Thu, 25 Apr 2024 15:05:56 +0000 https://www.investmentexecutive.com/?p=484748 CSA research details the evolution of fund costs in the face of transparency reforms

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