The funds will use a strategy known as “equal-risk contribution,” which aims to equalize risk contributions of index constituents and maximize risk diversification
Persuading baby boomers and retirees to leave the advisor with whom they have a relationship is a tough sell - unless you can prove that your expertise will make the switch worthwhile
Kirsten Kennedy of BMO and Mark Wiseman of the CPPIB were given a leadership award while Rachel Meggitt of RBC was given the rising star award
Bank’s responsiveness helped drive customer engagement
Hearsay Messages will allow advisors to access work and private phone numbers on one device
MFDA sanctions against Ed Rempel relate to a complaint over leveraged investing
Lender will offer its employees the opportunity to act as coaches in schools
The firm’s CIO, who had been lead portfolio manager for three IA Clarington funds, will manage the new Aston Hill High Income Fund
City National CEO Russell Goldsmith will lead the combined U.S. wealth management business from Los Angeles
The transaction, which was first announced in February, adds US$7.2 billion in AUM to Fiera