Marketing Info

JPMorgan to initiate $9 trillion mutual fund-to-ETF switch

(Bloomberg) — JPMorgan Asset Management will convert $1.1 trillion of fixed-income mutual funds into ETFs on Friday, joining a growing…

Read More »

When can you ask your wealthy friends for business?

6, Identification of key issues Most people would not describe themselves as an open book. They do not open easily.…

Read More »

This Week’s Funding in Tech: CAIS, Ellevest and Eaglebrook Advisors

Alternative investment platform CAIS raised $100 million this week, automated investment provider Ellevest announced a $53 million Series B funding…

Read More »

The CEO says, ‘Everyone had a gold mine, so I thought I should too.’

Caldwell still making Urbana a $1 billion business from six gold claims

Read More »

Policy expert says pension tax rules need to be changed

More liberal tax laws, such as allowing more regular amendments to minimum withdrawals, linking them to returns and longevity, or…

Read More »

Crypto asset adoption is on the rise among Canadian institutions

36% of investors hold crypto-related public equity; 29% have direct ownership of crypto assets. Another 29% invest in them through…

Read More »

RBC CEO urges tax policies to encourage net-zero transition

Dave McKay calls for tax incentives amid criticism of Big Six Bank’s role in fossil fuel funding

Read More »

Why Canada’s Pension Plans Can’t Satisfy

“It was amazing that the equity markets have declined year after year,” Ukonga said in an interview with Wealth Professional.…

Read More »

What does the budget mean for housing and corporations?

“It’s interesting, because the way they designed it, you have to contribute $8,000 annually over a five-year period to get…

Read More »

‘Transition is all about consistency and speed’, says Mackenzie’s new leader

“This is what consultants can expect from us as they keep going,” he said, “ensuring that we are truly meeting…

Read More »
Back to top button