Plus, several firms announce fund changes
Latest deal to purchase Millar Private Wealth Management adds $800M in assets
Purchase of De Thomas Wealth is expected to add $2.7B to IPC’s assets
Policy brief argues for national climate information architecture
Both fund categories also set new total asset records in June
Plus, new ETF series from Ninepoint, mutual funds from Desjardins; Fiera, TDAM announce fund changes
The regulator says the new exam fees will lower the cost of licensing in Canada
Plus, CIBC introduces education portfolios; Harvest terminates mutual funds
Market volatility, state of economy causing some independent advisors to delay their succession plans
Plus, fund changes from CI GAM, SEI Canada, Scotia Global Asset Management