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Keyword: Wrap programs

11 results found

FSA is proposing a ban on all payments from product providers to platforms

Portfolio management service offers access to some of the world’s leading investment managers

  • By: IE Staff
  • December 7, 2009 December 7, 2009
  • 15:45

Goodman & Company, Investment Counsel Ltd. says that unitholders have approved the reorganization of the Marquis Investment Program and Radiant Strategic Portfolios to create a single streamlined wrap program.At special meetings held Tuesday, unitholders approved the several fund mergers, as well as changes to the investment objectives to five continuing funds.The reorganization is expected to […]

  • By: IE Staff
  • November 4, 2008 November 4, 2008
  • 14:20

Clients like them because they provide the “sleep well at night” factor; advisors like them because they are easy to sell

New series uses ETFs to create portfolios tailored to specific investment goals

  • By: IE Staff
  • June 21, 2007 June 21, 2007
  • 11:25

Wrap program offers advisors flexibility

  • By: IE Staff
  • June 4, 2007 June 4, 2007
  • 11:25

New risk-targeted wraps offer investors access to unique sectors

  • By: IE Staff
  • April 12, 2007 April 12, 2007
  • 09:55

73% of current users plan to increase their usage of mutual fund wrap program in the next 1-2 years

  • By: IE Staff
  • August 16, 2006 October 31, 2019
  • 07:45

ClearPlan Custom Fund Portfolios second offering in Fidelity Clear Solutions package

  • By: IE Staff
  • March 29, 2006 March 29, 2006
  • 11:16

Diversified Income Portfolio now directly available to RBC DS clients

  • By: IE Staff
  • October 11, 2005 October 11, 2005
  • 09:20