Mutual funds

MFDA bans former advisor who acted as executor for clients Fallback Image Decorative pattern

Estate Planning

MFDA bans former advisor who acted as executor for clients

The former rep was also a beneficiary of a client's estate and accepted her Air Miles

By Staff |July 24, 2019

1 min read

CI Investments changes subadvisor on funds Fallback Image Decorative pattern

Industry

CI Investments changes subadvisor on funds

Certain funds also have a new lead PM, while risk ratings of others have been changed

By Staff |July 22, 2019

1 min read

Mackenzie shakes up portfolio management for 26 funds Fallback Image Decorative pattern

Industry

Mackenzie shakes up portfolio management for 26 funds

Nelson Arruda takes over portfolios managed by the departing Alain Bergeron

By Staff |July 22, 2019

1 min read

Sun Life lowers risk ratings for six funds Fallback Image Decorative pattern

Industry

Sun Life lowers risk ratings for six funds

The changes are effective immediately

By Staff |July 18, 2019

1 min read