Industry

IA Clarington alters fund lineup

IA Clarington Investments is making enhancements to its Elite Program.

By Staff |June 29, 2015

1 min read

SEC busts firm for cherry picking

The SEC has announced fraud charges against a Wisconsin-based investment advisory firm and its owner accused of improperly allocating to his personal and business accounts certain options trades that appreciated in value during the course of a trading day while allocating to his clients other trades that depreciated in value.

By Staff |June 29, 2015

2 min read

Nicola partners with robo-advisor WealthBar

Nicola Wealth Management has partnered with WealthBar Financial Services, an online financial advisory service.

By Staff |June 29, 2015

1 min read

BMO to sell U.S. retirement services business

BMO Financial Group will sell its U.S. retirement services business to One America.

By Staff |June 29, 2015

1 min read