Toronto-based IA Clarington Investments Inc. has added two funds to its product lineup: IA Clarington Floating Rate Income Fund and IA Clarington Strategic U.S. Growth & Income Fund. The IA Clarington Floating Rate Income Fund, managed by Jeff Sujitno, vice president and portfolio manager with IA Clarington, provides investors with an alternative to rate-sensitive fixed-income […]
Toronto-based AGF Investments Inc. has made several changes to its portfolio-management teams and product lineup. Peter Frost, previously vice president and portfolio manager, has been promoted to senior vice president and portfolio manager; he joined AGF in 2010 and now manages three Canadian balanced and equity mandates. Brian Madden, previously portfolio manager, has been promoted […]
Lévis, Que.-based Desjardins Wealth Management has expanded its all-in-one Melodia investment portfolios with the introduction of nine new portfolios: four income-oriented and five growth-oriented. The changes were made in order to increase the geographical diversity and type of income- generating assets that Desjardins manages, says Éric Landry, director, specialized investment product development, Desjardins Group. The […]
MD Physician Services not only has a well-to-do niche clientele, but a compensation model that ensures financial advisors focus on what's important
Tool filters clients’ online news
April Rudin, founder of The Rudin Group, a consulting firm specializing in wealth management strategies and social media, explains why social media is a must for advisors and how to create a social media marketing plan. She spoke to Clare O’Hara, staff writer with Investment Executive, at the TMX Broadcast centre in Toronto.
Toronto-based TD Asset Management Inc., manager of TD Mutual Funds, will assume portfolio-management responsibilities
Jennifer Reynolds is driven to see more women stay in the financial services industry and get senior-level roles
Ecuador, Panama and Malaysia top the list of foreign retirement destinations based on research by a U.S. firm. Retirees can live cheaply while enjoying amenities such as maids, good health care and pleasant weather
Longer, healthier lives are leading to more late-life marriages. But the financial implications can devastate families