ESG funds crossed the $1-billion threshold, a report from National Bank says
The firm is buying U.S. investment manager Personal Capital
Despite the pandemic, most respondents expect their books to grow over the next three years
What Seinfeld can teach us about the value of staying the course
Cash funds have been popular this year
The deal for Personal Capital is worth at least US$825 million
Gen X are the leaders in spending and debt
The firm cited a lack of demand for the fee option
The New York–based firm now has a product for the Canadian market
Company executives detail their plan to form an “independent coalition”