Similar to FundSERV, the new system promises to centralize data exchange
Criterion launches “clean energy” fundToronto-based Criterion Investments Ltd. has introduced Criterion Global Clean Energy Fund, Canada’s first global “clean energy” fund. By investing in companies working on cleaner energy, the fund allows investors to capitalize on the global effort to reduce carbon emissions. Units are offered in both currency-hedged and unhedged versions. Commissions for front-end […]
Brian Gore wants to keep abreast of industry needs by contacting a broad range of executives and operational individuals
Clients should start considering withdrawal options when their children are deciding whether to pursue higher education
At the age of 51, he left a management position to become an advisor. He wanted to be closer to his community and his clients
Geoff Michie believes networking and education are two key aspects to building your business. How you use that knowledge is equally important. “It is your ability to have discussions, your ability to show clients how you can bring it all together,” he says, “as well as your ability to talk to other professionals.” Michie takes […]
And the advisor’s age doesn’t seem to be a factor; only rookie advisors under age 30 struggle with smaller clients
There’s agreement on freedom and ethics, but advisors say firms are not delivering on promises
Middlefield rolls funds into Yieldplus IncomeToronto-based Middlefield Group has announced the merger of five funds. Yieldplus Income Fund, Maxin Income Fund, Core IncomePlus Fund, Pathfinder Income Fund and MG Dividend & Income Fund will all merge into Yieldplus Income Fund. Yieldplus will be co-advised by Toronto-based Guardian Capital LP and Middlefield Capital Corp. The merger […]
Manulife renames fundsToronto-based Manulife Investments has renamed the Elliott & Page and MIX families of mutual funds as part of its new branding strategy, the company says. Effective Aug. 24, Elliott & Page funds will be renamed Manulife funds and MIX funds will be renamed Manulife Corporate Class. The name changes will have no impact […]