Mark Burgess

Some funds have broadened their mandates as yields take a hit

Plus, NEI partners with Picton Mahoney on alt fund

Plus, Evolve exiting the metaverse

Dominant cash funds faced headwinds late in the year, reports say

Soft landings are in sight for Canada and the U.S., according to outlook reports from Scotiabank and BMO

Plus, Horizons to shutter its bull and bear marijuana ETFs

Earnings expectations will need to account for a changing environment

High rates continue to affect private equity valuations, while private credit faces default risk

Using artificial intelligence in stock-picking eliminates human bias, but results so far have been mixed

Newsmaker: After more than two decades trading derivatives, Sara Petrcich is BMO GAM’s head of ETFs and structured solutions

Deferred annuities were first introduced in 2019 federal budget

Almost $4.9 billion flowed into Canadian ETFs last month, according to National Bank

Feds may be reviewing elements after pushback related to charitable giving

Firms are reporting increased compliance costs as they respond to ESG guidance and regulatory “sweeps”

The Liberals are moving ahead with a measure for financial institutions proposed in the 2023 budget

Plus, new ETFs from Mackenzie

The first $10 million in capital gains realized on the sale of a business would be exempted under proposed change

High rates and demand led the firm to re-enter the market five years after exiting

Plus, balanced funds go private and an AI-branded ETF

Inflation forcing some clients to withdraw assets to meet needs