Marketing Info

What’s Behind the Recent Success of Global X

Global X was one of the US ETF providers in 2021, with an asset base more than doubling to $44…

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CapIntel-Equitable Life Partnership to Strengthen the Advisory and Client Experience

Cam Crosby, Vice President of Savings and Retirement for Equitable Life, Canada, said, “We are committed to continually finding ways…

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Congress still eyes on taxing high-net-worths

This year, the stakes for Democratic lawmakers in Washington are as high as they have ever been. Recent polling shows…

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Canadians’ financial priorities change as they look to their financial future

Nowadays, almost half (48%) of Canadians have a financial plan, and most of them (86%) say that planning makes them…

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DMX: Sorting Family Inheritance

David Lenoch is joined by John Pentekidis, chief investment officer and general counsel at Twin Focus, to discuss the struggles…

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Wealthsimple Inks Partners for New Sustainable Investment Offering

Ben Reeves, Chief Investment Officer at Wealthsimple, said: “We are rapidly reevaluating our existing investment products to find ways to…

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Discover the Power of Change Through Active Ownership

The year of shareholder voting was a watershed year in 2021. The last year saw a 27% increase in the…

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A third of Canadians are more concerned about retirement funding

Neil Kerr, Head of Scotia Global Asset Management (Canada), “These results indicate that while investors are concerned about meeting their…

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A look at One Fund’s strategy for real estate in smaller markets

Boutique real estate firm Edgewater has launched its largest private equity real estate fund ever. The $100 million Edgewater Real…

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What do rate hikes and inflation mean for healthcare stocks?

“The Federal Reserve is expected to hike three or four times this year, and we could see six hikes from…

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