Investors can expect access to a diversified equity portfolio, plus a new innovative thematic strategy
Estate planning is left trailing as more crypto holders require assistance
How wealthy crypto investors will pass their holdings to their heirs
This year’s winning wholesalers have competently enabled financial advisors to support the growth of their clients’ investments
Firm debuts new all-in-one ETFs and tactical fixed-income strategy
Canadian investors get new options for fund-based exposure to popular cryptocurrency
It's a first-in-Canada trading and custody solution for mutual funds, ETF funds, and other institutional investors
Inflation and public health are concerning but Fidelity Investments’ report highlights resilience
Fund launched under new partnership hits on three ESG impact themes through diversified, concentrated small- and mid-cap portfolio
Wealth Professional turned to advisors to find out which asset managers are delivering a winning combination of service, product range and innovation