4722 results found

Investment Planning Counsel's new cost-effective Essentials Portfolios combine ETFs with robust risk management

News,

… three lower-cost portfolios targeted to investors looking for no-fuss, no-frills investment solutions. With IPC … Portfolios, the firm aims to raise the bar when it comes to lower-cost investing by giving investors access to … ETF portfolios with added features such as strategies for downside protection and currency risk management. …

BlackRock and Scalable develop robo-adviser for Santander bank

News,

… Capital have developed a white-label robo-advice solution for Openbank, the online bank of Spanish lender Santander. …   BlackRock is in charge of strategic asset allocation for the new robo-adviser, while Scalable provides the …

Evolve Active US Core Equity ETF (TSX: CAPS.U) Launches Unhedged U.S. Dollar Class

News,

… Evolve Active US Core Equity ETF, making it more convenient for Canadians who want to use U.S. dollars to invest. CAPS … in equity securities of U.S. listed large-capitalization companies using a selection process that combines quantitative techniques, fundamental analysis and …

Innovator Preps January Series of S&P 500 Defined Outcome ETF Listings

News,

… today the anticipated upside Cap Ranges and return profiles for the January Series of Innovator S&P 500 Defined Outcome ETFs, scheduled for Cboe listing on January 2, 2019. Innovator S&P 500 Defined Outcome ETFs seek to provide investors exposure to the S&P 500 …

WEALTH/STACK INVESTING + TECH = THE FUTURE OF ADVICE

Event,

… from this September until October 2021. The venue for the  adviser-oriented event,  which focuses on … remains the Omni La Costa Resort & Spa in Carlsbad, California. The sponsors said the “the challenges of the Covid-19 pandemic” were the reason for the postponement. Wealth/Stack Live, an online version …

MFDF - Director Discussion Series

Event,

… The Forum's staff regularly hold informal discussions for directors throughout the country. These meetings provide …

MFDF - Director Discussion Series

Event,

… The Forum's staff regularly hold informal discussions for directors throughout the country. These meetings provide …

2021 FINRA Annual Conference

Event,

… online. This virtual conference provides the opportunity for practitioners, peers and regulators to exchange ideas on timely compliance and regulatory topics. Nowhere else will you find this unique combination of the highest-caliber speakers discussing …

World Platinum Investment Council 2017 Platinum Market Deficit Forecast Increases

News,

… today raised the predicted platinum market deficit for 2017 to 120 koz for the year. The upward revision comes after confirmation that the market ended 2016 270 koz …

SIFMA Asset Management Group Recommends Improvements To The SEC Proposed Liquidity Management Rules For Mutual Funds And ETFs

News,

… SIFMA’s Asset Management Group (SIFMA AMG) today submitted comments to the Securities and Exchange Commission (SEC) regarding the SEC’s proposed liquidity management rules for open-end funds, including mutual funds and …