Portfolio

Business lines south of the border, led by a diversified commercial banking unit, contributed more than 40% of total earnings at Bank of Montreal over the past 12 months. Company executives now see an opportunity in selling wealth management services to commercial clients.

MSCI ESG research leaders Linda-Eling Lee and Meggin Thwing Eastman dissect the hottest ESG topics to track in the coming year while reflecting on how much the ESG conversation has changed in the past decade.

Recognizing the strengths and weaknesses of your choices can help stave off losses as prices rise.

Wall Street is trying to bottle ESG, but ESG has other ideas.

During a Tuesday morning interview, the former Fidelity Magellan fund manager called the move to passive a mistake.

The historically robust mix has recently started posting short-term losses.

Individual investors, who reaped eye-popping returns that made some pros chuckle earlier this year, are facing a moment of reckoning.

The largest groups of mutual funds and ETFs saw their assets swell to trillions under management as prices rose in the post-lockdown stock boom of 2020.

The bank’s star recruit, a veteran advisor to famous authors, financiers and professional athletes is not happy about what she alleges is 'poaching.'

After two years of record M&A, rising asset prices and increasing digitization, independent advisors are poised to take on the brokerages, executives said.