News

WP reveals its 5-Star Leading Women in Wealth

WP reveals its 5-Star Leading Women in Wealth

It's time to recognize and celebrate the female wealth professionals who are making a difference to our industry

Is the metaverse the new ETF financial frontier?

Horizons ETFs and Evolve ETFs have both launched funds in separate bids to capture the new internet craze

Is the metaverse the new ETF financial frontier?

RBC teams up with Epilogue Wills to offer clients cheaper option

RBC hope millennials and Gen X will opt to protect themselves with 20-minute simple will option

RBC teams up with Epilogue Wills to offer clients cheaper option

Black Friday rout offers lesson on margin debt risks

Market tumult kicked up by new COVID variant reignites concerns around retail investors’ use of leverage

Black Friday rout offers lesson on margin debt risks

Features

Manulife fund that helps protect capital and provides income

Conrad Dabiet, Senior Portfolio Manager, Manulife Investment Management, explains how he picks companies that not only endure but thrive through the tough times

'Human beings are brilliant': how Edward Jones unlocks employee potential and purpose

Chris Davies, of Wealth Professional, sat down with Moira Klein-Swormink, Director, Client Strategies Group, Edward Jones, to discuss the vitality of individual purpose for employees

'Our focus hasn't changed - we build deep personal relationships with clients'

Edward Jones' AUM grew to $48 billion during the pandemic. President David Gunn explains its values and how the business quickly pivoted

People moves

DGAM names first-ever responsible investment head

Desjardins' asset-management arm commits to ESG integration and shareholder engagement efforts with latest hire

Regulators

MFDA fines Quadrus six-figure sum for non-compliant incentive practices

Regulator uncovers more than 15-year failure to establish adequate system of controls to ensure adherence to securities law

WP Talk

Canadian investors plan increase in impact investing

Your WP Morning Briefing brings you a daily update of the stories we're covering at WealthProfessional.ca

Magazine

Wealth Professional 9.07

Investments

Is the metaverse the new ETF financial frontier?

Horizons ETFs and Evolve ETFs have both launched funds in separate bids to capture the new internet craze

Is the metaverse the new ETF financial frontier?

DGAM names first-ever responsible investment head

Desjardins' asset-management arm commits to ESG integration and shareholder engagement efforts with latest hire

DGAM names first-ever responsible investment head

CI GAM continues on shelf-improvement path

Changes include streamlining of product lineup, name changes, and lowered minimums for award-winning strategy

CI GAM continues on shelf-improvement path

Brompton launches leveraged fixed-income ETF

Firm reboots successful investment strategy as first-ever active leveraged long-only fixed-income ETF

Brompton launches leveraged fixed-income ETF

IG Wealth Management opens the door to private investments wider

Firm unveils new mandate within Canadian equity private pool with corresponding investment in tech- and health care-focused fund

IG Wealth Management opens the door to private investments wider