Morningstar for Advisors App is a free companion to Morningstar Advisor Workstation that’s now available
Modest gains were the norm in a laid-back August.
The new arrangement will result in a suite of new investment products that will draw on Morningstar’s “extensive, proprietary investment research”
Decision follows a reminder from the OSC last year that firms are not allowed to promote mutual funds using a performance rating or ranking based partly on a subjective component
European equity funds take the biggest hit, while precious metals funds continue their impressive run
Preferred share fixed income category tumbles 10.7%
A Morningstar report reveals that the lower loonie and oil prices had a significant impact on mutual funds last year
Fund indices tracking natural resources categories were the month’s worst performers
EdgePoint Wealth Management named Steward of the Year
Energy equity, natural resources equity indices rise more than 6%