Home Beatrice Paez

Kevin Strain, Claude Accum and Colm Freyne shifting to new roles

  • March 28, 2017 March 28, 2017
  • 09:20

The changes are expected to kick in April 3 and management fees will be reduced by 35%

  • March 27, 2017 October 17, 2019
  • 12:30

The decision came as a result of a new provision in this year’s federal budget relating to mutual fund mergers

  • March 24, 2017 October 17, 2019
  • 16:15

The new framework defines the credentials deemed critical for advising wealthy clients

  • March 24, 2017 March 24, 2017
  • 15:30

Just 22% of those who are financially unwell say they retain an advisor, meaning there’s an advice gap that needs to be filled, new Manulife report suggests

  • March 24, 2017 January 29, 2018
  • 14:50

The firm will no longer go through with a planned merger and announced instead new mergers for each affected fund into its corresponding trust

  • March 24, 2017 October 17, 2019
  • 10:45

The firm is introducing four asset-allocation portfolios and plans to fold 12 of its existing funds into the new portfolios

  • March 23, 2017 October 17, 2019
  • 16:45

Macquarie Emerging Markets Infrastructure Income Fund will be cut from LOQiG’s offerings while Scotia plans to terminate the Moenda LatAm Fixed Income Fund

  • March 23, 2017 October 17, 2019
  • 16:20

The social media monitoring tool now uses machine learning to sift through advisor communications with clients to flag — and potentially delete — activities that breach compliance policies

  • March 23, 2017 March 23, 2017
  • 15:00

More than three-quarters of millennials prefer to house all their financial products at one bank because they trust these institutions blindly

  • March 23, 2017 March 23, 2017
  • 11:30