Wealth management

CI Financial sells stake in Boston-based RIA Congress Fallback Image Decorative pattern

Industry

CI Financial sells stake in Boston-based RIA Congress

Toronto-based firm said it would use proceeds from the sale to pay down debt

By Rudy Mezzetta |April 27, 2023

1 min read

March goes out like a lion for mutual funds Fallback Image Decorative pattern

Products

March goes out like a lion for mutual funds

Mutual funds recorded $3.4 billion in net redemptions for March but ETF sales held up, IFIC reported

By James Langton |April 25, 2023

2 min read

UBS reaps US$28B in new money amid Credit Suisse fallout UBS reaps US$28B in new money amid Credit Suisse fallout

Industry

UBS reaps US$28B in new money amid Credit Suisse fallout

Client inflows at UBS came in marked contrast to the US$69 billion in outflows that Credit Suisse reported Monday

By Jamey Keaten, The Associated Press |April 25, 2023

3 min read

What clients should know about the CPP reforms Fallback Image Decorative pattern

Tax News

What clients should know about the CPP reforms

Clients are paying in but increases to benefits remain minimal for now

By Lea Koiv |April 19, 2023

4 min read