Home Beatrice Paez

The advisor employed a high-risk investment strategy, which ran counter to the client’s expressed objectives and parameters for risk tolerance

  • April 4, 2017 February 15, 2019
  • 15:25

Demand for advisor class units, which make up less than 2% of the firm’s AUM, is expected to decline as new regulatory measures take shape

  • April 4, 2017 October 17, 2019
  • 10:30

Advisors will now be able to share compliance-approved articles available in AdvisorStream’s library with their LinkedIn connections

  • April 3, 2017 December 19, 2017
  • 16:25

Management fees on Horizons S&P/TSX Capped Energy Index ETF and Horizons S&P/TSX Capped Financials Index ETF have been reduced to 0.25% from 0.35%

  • April 3, 2017 October 17, 2019
  • 16:00

A new study from the CFA Institute suggests the industry is at an inflection point in which advisors fostering trust among clients will be key to survival

  • April 3, 2017 December 5, 2019
  • 14:40

The company has introduced seven new ETFs to the market while Mackenzie has reclassified the risk rating for one of its ETFs

  • April 3, 2017 October 17, 2019
  • 10:15

Given the geopolitical and economic climate, a shift in approach to mitigating risk among DB pension plan sponsors may be underway

  • March 31, 2017 March 31, 2017
  • 15:50

Barrantagh Investment Management will take over as portfolio advisor for Scotia Private Canadian Mid Cap Pool as of June 1

  • March 31, 2017 October 17, 2019
  • 14:55

The Solactive Canadian bond universe TR index includes investment-grade corporate or government bonds that have a minimum maturity of 12 monhts

  • March 31, 2017 February 26, 2019
  • 14:40

The firm is also plans to cap or eliminate the fees and expenses associated with certain series in an effort to simplify its product offering

  • March 31, 2017 October 17, 2019
  • 11:40