In stock picking, value and growth are not mutually exclusive
(Runtime: 5:00. Read the audio transcript.) ** Regardless of which investing style is in vogue, the fundamentals of a company are what matters, says Caroline...
Category : Segregated Funds
CRM3’s winners and losers | Advisor.ca
by George
AdobeStock-Natee-Meepian The Client Relationship Model Phase 3 (CRM3) introduces comprehensive cost-transparency requirements that will reshape how investment firms, advisors and investors interact and make decisions....
2026 Full Year Annual Report – Macquarie
by George
2026 Full Year Annual Report Macquarie Source link...
IIROC gives dealers guidance on reporting seg-fund transactions
by George
Those trends, IIROC said, have given rise to situations where clients of the dealers wish to see the insurance products being recorded in their accounts...
Intact Financial to sell AXA Life Insurance to SSQ for $300 million
by George
Intact Financial (TSE:IFC) said on Monday that it reached an agreement to sell AXA Life Insurance to SSQ Financial Group for $300 million. Intact Financial,...
Understanding Segregation in Securities: Definition, Examples, and Key Insights
by George
Key Takeaways Segregation in finance ensures client assets are kept separate from brokerage assets, protecting them if the firm goes bankrupt. The Securities Exchange Act...
Empire Life, Canada Life update line-ups of funds
by George
Empire Life Multi-Strategy Canadian Equity GIF
Empire Life Multi-Strategy US Equity GIF
Empire Life Multi-Strategy Global Equity GIF
Empire Life Multi-Strategy...
Mutual fund chargebacks to be reviewed by Canadian regulators
by George
Chargebacks occur when investors redeem their securities before a fixed schedule as determined by the dealer firm, and the dealing representative is required to pay...
Uti core equity fund regular plan growth detail page, NAV, Rating, Fund Return, Performance
by George
Objective: The objective of the scheme is to generate long term capital appreciation by investing predominantly in equity and equity related securities of large cap...
Analysis of the Ofi Invest Energy Strategic Metals Fund
by George
The fund OFI Invest Energy Strategic Metals is a fund domiciled in France that offers its investors exposure to a set of real assets that...