Category : Segregated Funds

New offerings deliver greater choice and flexibility for advisors and clients seeking security and growth through an index solution. TORONTO, Nov. 26, 2025 /CNW/ –...

iStockphoto Mackenzie Investments is lowering administration and management fees for its bundled-purchase options (including series A units) for households with less than $100,000 in assets...

The guidance “closes gaps in conduct standards” for the sale and servicing of segregated funds and builds on expectations set out in the fair treatment...

iStock-MicroStockHub Canadian ETFs gathered $19 billion in net inflows in February, recording “the second highest monthly tally in history, right after the record-breaking January 2026,”...

Nest, the UK’s largest workplace pension provider, is set to procure a global ethical equity mandate. The asset owner, with £55bn under management, is seeking...

iStockphoto Canada’s financial services industry is in the final stretch of preparations for the third phase of the client relationship model (CRM3), also known as...

Marex Group plc (‘Marex’ or the ‘Group’; Nasdaq: MRX) a diversified global financial services platform, providing essential liquidity, market access and infrastructure services to clients...

AdobeStock-joyfotoliakid Raising a family can be costly. But tax season may offer relief to some parents, as credits and deductions can reduce their overall tax...

Many Canadians have mutual fund and/or segregated fund investments that impact what they owe in income tax. While, at a high level, these investments are...

The global universe of sustainable mutual funds and exchange-traded funds recorded an estimated $27 billion in net outflows in the fourth quarter of 2025, compared with...