Awards will be handed out in 20 categories at the fifth annual Wealth Professional Awards in May next year
The digital platform allows easy client onboarding and ETF portfolio recommendations
The move increases Invesco’s global AUM in ETFs to over US$190 billion
It’s the biggest night of the year in the calendar of Canadian financial advisors – and now the finalists are revealed
The awards have become the showcase of excellence in the wealth management industry; nominations for this year close on March 20th
A who’s who in the wealth management industry will gather at the black-tie gala to hand out organizational and individual awards
It’s the biggest night of the year in the calendar of Canadian financial advisors – and now we can reveal the finalists
Capacity targets have one investment firm moving to cap three funds in the coming weeks – a move that is part of a broader trend to optimize investment value
As multinational companies look for greater flexibility in how they invest their assets in fixed-income securities issued by Canadian corporations, one company has been given the green light to merge two of its classes of funds.
A major announcement from two large financial institutions is forcing advisors to reconsider a product many dismiss as a fad.