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1 day ago · A Portfolio Manager can provide clients the option of having a managed account, sometimes referred to as a discretionary account. This is a fee-based account where the clients do not have to make ...
3 days ago · “By combining BlackRock’s portfolio design expertise with GeoWealth’s implementation platform, we will make it easier for advisors to build a models-based practice and enable broader access to private markets – one of today’s most sought-after asset classes,” said Eve Cout, Head of Portfolio Design & Solutions within BlackRock’s U.S. Wealth Advisory business.
5 days ago · Separately managed accounts (SMAs) are gaining traction among Canadian wealth managers, carving out a small but fast-growing niche, particularly when serving high-net-worth (HNW) clients. SMAs...
3 days ago · The new AI @ Morgan Stanley Debrief is an OpenAI-powered tool that, with client consent, generates notes on a Financial Advisors’ behalf in client meetings and surfaces action items. After the meeting, it summarizes key points, creates an email for an Advisor to edit and send at their discretion, and saves a note into Salesforce.
3 days ago · As of June 11, 2024, BMO, National Bank of Canada and Scotiabank offer the highest 1-year, non-redeemable GIC rate of the Big Six banks. But there are many GIC providers with rates that are half...
5 days ago · Morgan Stanley faces a lawsuit from the estate of a deceased client, alleging the firm breached its fiduciary duty by offering an interest rate as low as 0.01% on customers' uninvested cash within its default bank sweep program.
4 days ago · A short-term trading fee of up to 2%, payable to the fund, may apply to all units of the TD Managed Assets Program and TD Mutual Funds (except money market funds). Please refer to the applicable Fund Facts documents for details. Important Mutual Fund Information. TD Mutual Funds are qualified for sale in the provinces and territories of Canada.
