Fund-of-funds solutions actively diversify across asset classes and regions, investing in companies with strong ESG practices
New report provides an eye-opening look at the growth of ESG
Canada Life survey reveals less than a fifth are knowledgeable about savings vehicles' benefits and contribution limits
Key hires bring significant accounting, legal, and planning expertise to firm's Western Canadian Region
Wealthtech firm receives resounding vote of confidence with additional funding from existing investors
With multiple options in its managed solutions suite, Canada Life is giving advisors more ways to meet the evolving needs of clients
The mutual fund industry continues to hold a significant number of assets in Canada. WP examines eight funds and product suites that offer access to different classes and sectors
After success with NaviPlan, Dr. Mark Evans wants to revolutionize the digital financial planning space one more time
Firm moves to merge funds into trust fund equivalents as corporate structure's benefits have been largely eliminated
Fintech firms team up to boost holistic planning with open finance and analytics capabilities
