Two reports offer insights on the importance of diversity in investing
Squeezed by rising operations costs, heavier compliance burdens, shifting client expectations and tougher competition, independent asset-management firms increasingly are open to fielding attractive offers of sale or merger
Asset-management firm acquires 80% stake in U.K.-based Palmer Capital
Calgary-based investment manager concludes strategic review
Companies shift to service-centered relationships that are portfolio and fee-based
Average AUM growth slows despite strong equity market performance
Technology also played a critical role in the proliferation of products such as ETFs during the past 10 years
Fiera/Canoe deal could be the beginning of a broader relationship
Banks and asset-management firms in this country are failing to keep pace with their global counterparts
Kathy Bock will replace Atul Tiwari, who built the company into the third-largest ETF provider in Canada