Portfolio

National Bank Investments reduces fees

National Bank Investments is reducing its administration fees, management fees and trailing commissions on certain Meritage Portfolios, effective April 1, 2017. Read: What do you do to make fees more transparent? Administration fee reductions The administration fees for the following Meritage Portfolios will be reduced as indicated in the table below. Portfolios and series Current […]

By Staff |March 16, 2017

3 min read

How to divest properly

PMs strategize to break up and make up with investments

February 24, 2017

7 min read

Is your client cheating on you?

You know the signs: she won't return your phone calls and keeps cancelling meetings

By Staff |January 26, 2017

2 min read

Critiquing a case for active management

Agree or disagree?

By Staff |January 9, 2017

2 min read