Envestnet brings direct indexing to UMAs in Canada
Launch is part of firm's broader initiative to expand within the country
Top stories
Big Six to suffer from trade turmoil
Recession to drive higher loan losses, weaker earnings, Fitch says
Weak U.S. hurts global equity issuance
Rebound in China helps offset decline in U.S. activity
- By: James Langton
To connect with financial planning clients, building trust is essential
Planner-client relationships thrive on communication and confidence
- By: Tashia Batstone
How much top insurance CEOs earned in 2024
CEO compensation ranged from $6.1 to $20.5 million
- By: Jonathan Got
Most of CSA hands registration to CIRO
All provinces expected to join effort to curb duplication, burden
- By: James Langton
TFSAs more popular than RRSPs in 2023
FHSA contributors were younger and more affluent
- By: Jonathan Got
U.S. job openings slip to 7.6 million in February
Hiring slows from January, but job market remains healthy
Canaccord Genuity selling U.S. wholesale market making business
Deal with Cantor expected to close later this year
Can Santander crack Canada?
DBRS examines the prospect for the Euro giant to compete with the Big Six
- By: James Langton
Opinion: Clients are more at risk than they realize
Investment products can have different risk and return characteristics depending on the business cycle — clients deserve more options
- By: John De Goey
Trump’s reciprocal tariffs will overturn decades of trade policy
Trump’s grievances against U.S. trading partners come at a time when the country is outperforming the world’s other advanced economies
White House says ‘no exemptions’ as Canada braces for new wave of U.S. tariffs
Uncertainty looms over timing of levies, and their impact on trade, jobs and markets
Syndicated lending down in Q1
BMO leads the Canadian underwriter rankings, JP Morgan tops globally
- By: James Langton
Deals: CPP Investments adds to India toll-road investment
Plus, Aussie superannuation fund invests US$300M in I Squared Capital and Ravelin Properties REIT makes headway on recapitalization plan
- By: IE Staff
Aussie regulators sound alarm on ASX
ASIC, RBA highlight operational risk worries at exchange
- By: James Langton
Brand Knowledge
Two clients. Two goals. One fund.
Split Shares are a one-stop product doing double duty.
We need to stop talking about independence