Asset allocation – Investment Executive https://uat-phoenix.investmentexecutive.com Canada's news source for financial professionals Fri, 07 Feb 2025 22:54:46 +0000 en-US hourly 1 https://wordpress.org/?v=5.9.3 https://uat-phoenix.investmentexecutive.com/wp-content/uploads/sites/3/2018/01/cropped-favicon-1-32x32.png Asset allocation – Investment Executive https://uat-phoenix.investmentexecutive.com 32 32 Private credit in an ETF wrapper https://uat-phoenix.investmentexecutive.com/newspaper_/focus-on-products/private-credit-in-an-etf-wrapper/ Fri, 07 Feb 2025 20:10:00 +0000 https://www.investmentexecutive.com/?p=501698 Accelerate is the first in Canada to launch an ETF that provides indirect exposure to private assets through BDCs

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]]> CG Wealth Management hits $40B asset threshold, sets sights on doubling that https://uat-phoenix.investmentexecutive.com/news/industry-news/cg-wealth-management-hits-40b-asset-threshold-sets-sights-on-doubling-that/ Tue, 22 Oct 2024 16:00:23 +0000 https://www.investmentexecutive.com/?p=495213 Big investments in wealth management to continue, Canaccord Genuity Corp. CEO says

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]]> Canadians’ net worth edged higher in Q2: StatCan https://uat-phoenix.investmentexecutive.com/news/research-and-markets/canadians-net-worth-edged-higher-in-q2-statcan/ Thu, 12 Sep 2024 19:15:30 +0000 https://www.investmentexecutive.com/?p=492566 Household assets top $20 trillion, as financial assets climb

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]]> Investors open to AI input on financial advice, report finds https://uat-phoenix.investmentexecutive.com/news/from-the-regulators/investors-open-to-ai-input-on-financial-advice-report-finds/ Wed, 11 Sep 2024 17:16:29 +0000 https://www.investmentexecutive.com/?p=492479 OSC finds investors favour human-AI combo, no fear of AI advice

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]]> Mutual funds sales topped ETF sales in July: IFIC https://uat-phoenix.investmentexecutive.com/news/products/mutual-funds-sales-topped-etf-sales-in-july-ific/ Fri, 23 Aug 2024 14:32:58 +0000 https://www.investmentexecutive.com/?p=491573 This brings mutual funds into positive territory for the year to date

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]]> Mutual funds mired in redemptions, ETF sales strong https://uat-phoenix.investmentexecutive.com/news/research-and-markets/mutual-funds-mired-in-redemptions-etf-sales-strong/ Tue, 23 Jul 2024 16:28:23 +0000 https://www.investmentexecutive.com/?p=489747 Bond ETFs drove sales up in June, IFIC says

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]]> Equity markets look too optimistic: NBF https://uat-phoenix.investmentexecutive.com/news/research-and-markets/equity-markets-look-too-optimistic-nbf/ Tue, 16 Jul 2024 21:30:35 +0000 https://www.investmentexecutive.com/?p=489460 Rosy earnings forecasts underpinning stocks face downward revisions

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]]> Are your diversifiers working for you? https://uat-phoenix.investmentexecutive.com/news/research-and-markets/are-your-diversifiers-working-for-you/ Mon, 25 Mar 2024 13:00:26 +0000 https://www.investmentexecutive.com/?p=482617 60/40 portfolio is still hard to beat: Morningstar

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]]> Mutual fund families overcame another challenging year https://uat-phoenix.investmentexecutive.com/newspaper_/news-newspaper/mutual-fund-families-overcame-another-challenging-year/ Mon, 12 Feb 2024 05:06:00 +0000 https://www.investmentexecutive.com/?p=479826 The top-performing families employed a variety of asset management strategies

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]]> Household wealth growth to slow, evolve https://uat-phoenix.investmentexecutive.com/news/research-and-markets/household-wealth-growth-to-slow-evolve/ Wed, 22 Nov 2023 13:00:21 +0000 https://www.investmentexecutive.com/?p=475777 Households are facing the dual drags of inflation and higher interest rates, report says

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