Canada’s Financial Industry Newspaper | Investment Executive
WEBBy: IE Staff. Investment Executive has the latest news and analysis on investment products, industry news and securities regulation for financial advisors.
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PwC plans payouts to Bridging investors in 2024
WEBJanuary 22, 2024. 15:33. iStockphoto. Investors who were harmed in the collapse of alternative fund manager Bridging Finance Inc. are a step closer to getting some money back, but almost $300 million in disputed creditor claims must first be resolved. According to new filings in the firm’s receivership proceeding, Bridging’s court-appointed ...
The Bridging Finance case - Investment Executive
WEBApr 24, 2024 · Flurry of lawsuits follows Bridging collapse. Failed firm's receiver has filed a series of legal actions against various players in the saga. July 18, 2023. 17:35. Follow our coverage of Bridging Finance Inc., a portfolio manager and exempt market dealer based in …
New direction for Richardson Wealth | Investment Executive
WEBJan 25, 2021 · As of Dec. 31, 2020, Richardson Wealth reported $30.3 billion in assets, up marginally from $29.3 billion at the end of 2016. The lack of clear direction also resulted in rival firms luring away advisors from Richardson Wealth. At the end of 2020, Richardson Wealth reported 162 advisory teams, down from 199 four years prior.
Fund administrator: Understanding this essential support role
WEBDec 3, 2021 · Fund administrators play an increasingly pivotal role in the financial ecosystem by providing critical operational support to managers and assurance of integrity within investment funds for investors. Their independent role enhances the transparency, compliance and stability of financial markets. With a promising future based on growth ...
Active U.S. Large Cap Managers Could Be Poised to Outperform
WEBAug 22, 2022 · A narrow U.S. market potentially sets stage for excess returns. Recent market conditions have posed formidable challenges for active U.S. large‑cap equity managers seeking excess returns relative to their benchmarks. By early 2022, the S&P 500 Index reached concentration and valuation levels not seen since the technology bubble …
People - Investment Executive
WEBSep 16, 2024 · Industry moves this week. CG Wealth snags from CIBC Wood Gundy an advisor team overseeing $1.4 billion, amid big week for advisor moves. By: Katie Keir September 16, 2024 September 16, 2024; 16:41
News for Canadian Financial Advisors | Investment Executive
WEB4 days ago · S&P boosts forecast for Canada. Stronger-than-expected output to get a hand from monetary easing. By: James Langton. September 24, 2024. 15:03. Breaking industry and regulatory news for IIROC, MFDA and life insurance-licensed financial advisors, portfolio managers and financial planners.
Ownership of responsible investments growing: RIA survey
WEBOct 22, 2020 · 07:00. As interest in responsible investing (RI) continues, the Responsible Investment Association’s (RIA) fifth annual Investor Opinion Survey reveals some industry improvements. In both 2020 and 2019, 72% of respondents said they’re very interested or somewhat interested in the RI approach, said a report from the RIA released on Thursday.