Trade group calls on provincial finance minister to review fund dealer oversight
Panellists discussed the funds during the ETFGI summit
Revisiting the perennial and costly MFDA infraction
Maria Jose Flores was named the firm's president on May 3, and she plans to take the dealer to $50B in AUA
Meanwhile, equities and ETFs have gained portfolio share for brokerage advisors
Loss of third-party fund distribution seen as "unintended consequence" in 2018
Both firms now operate under the Investia banner
Mutual fund advisors’ books shrank, but productivity increased
The average client has $75,000 in assets and is saving for retirement, an MFDA report says
With the deal, Agora aims to strengthen its cloud-based wealth management platform