Wrap programs – Investment Executive https://www.investmentexecutive.com Canada's news source for financial professionals Thu, 31 Oct 2019 15:49:22 +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 Wrap programs – Investment Executive https://www.investmentexecutive.com 32 32 FSA eyes ban on “platform” commissions https://www.investmentexecutive.com/news/from-the-regulators/fsa-eyes-ban-on-platform-commissions/ Thu, 28 Jun 2012 12:00:00 +0000 https://www.investmentexecutive.com/uncategorized/fsa-eyes-ban-on-platform-commissions/ FSA is proposing a ban on all payments from product providers to platforms

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]]> HSBC launches World Selection in Canada https://www.investmentexecutive.com/news/products/hsbc-launches-world-selection-in-canada/ Mon, 07 Dec 2009 20:45:00 +0000 https://www.investmentexecutive.com/uncategorized/hsbc-launches-world-selection-in-canada/ Portfolio management service offers access to some of the world’s leading investment managers

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]]> Radiant and Marquis unitholders approve reorganization https://www.investmentexecutive.com/news/products/radiant-and-marquis-unitholders-approve-reorganization/ Tue, 04 Nov 2008 19:20:00 +0000 https://www.investmentexecutive.com/uncategorized/radiant-and-marquis-unitholders-approve-reorganization/ 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 […]

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]]> Are wrap programs the best vehicle for clients? https://www.investmentexecutive.com/newspaper_/news-newspaper/news-44853/ Tue, 03 Jun 2008 14:22:00 +0000 https://www.investmentexecutive.com/uncategorized/news-44853/ Clients like them because they provide the “sleep well at night” factor; advisors like them because they are easy to sell

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]]> Claymore launches of two global balanced ETFs https://www.investmentexecutive.com/news/products/claymore-launches-of-two-global-balanced-etfs/ Thu, 21 Jun 2007 16:25:00 +0000 https://www.investmentexecutive.com/uncategorized/claymore-launches-of-two-global-balanced-etfs/ New series uses ETFs to create portfolios tailored to specific investment goals

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]]> Meritage Portfolios reach $500 million AUM milestone https://www.investmentexecutive.com/news/products/meritage-portfolios-reach-500-million-aum-milestone/ Mon, 04 Jun 2007 16:25:00 +0000 https://www.investmentexecutive.com/uncategorized/meritage-portfolios-reach-500-million-aum-milestone/ Wrap program offers advisors flexibility

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]]> Fidelity launches suite of managed portfolios https://www.investmentexecutive.com/news/products/fidelity-launches-suite-of-managed-portfolios/ Thu, 12 Apr 2007 14:55:00 +0000 https://www.investmentexecutive.com/uncategorized/fidelity-launches-suite-of-managed-portfolios/ New risk-targeted wraps offer investors access to unique sectors

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]]> CFP advisors are increasing use of wrap programs: study https://www.investmentexecutive.com/building-your-business/financial-planning/cfp-advisors-are-increasing-use-of-wrap-programs-study/ Wed, 16 Aug 2006 12:45:00 +0000 https://www.investmentexecutive.com/uncategorized/cfp-advisors-are-increasing-use-of-wrap-programs-study/ 73% of current users plan to increase their usage of mutual fund wrap program in the next 1-2 years

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]]> Fidelity offers investors more personalized investing solutions https://www.investmentexecutive.com/news/products/fidelity-offers-investors-more-personalized-investing-solutions/ Wed, 29 Mar 2006 16:16:00 +0000 https://www.investmentexecutive.com/uncategorized/fidelity-offers-investors-more-personalized-investing-solutions/ ClearPlan Custom Fund Portfolios second offering in Fidelity Clear Solutions package

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]]> KBSH signs deal with Lockwood Advisors https://www.investmentexecutive.com/news/products/kbsh-signs-deal-with-lockwood-advisors/ Tue, 11 Oct 2005 14:20:00 +0000 https://www.investmentexecutive.com/uncategorized/kbsh-signs-deal-with-lockwood-advisors/ Diversified Income Portfolio now directly available to RBC DS clients

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