In late June, DFA filed to launch its own exchange-traded funds -- meaning for the first time ever its strategies will be available to anyone with a brokerage account.
CI Financial takes full ownership of Balasa Dinverno Foltz, its largest RIA transaction to date. The Canadian firm has built an $11 billion wealth management business in just six months.
Please join us on Aug. 12 at 2pm ET / 11am PT as we discuss the evolving North American midstream energy universe, once heavily tilted towards MLPs, to now a sizeable share for US and Canadian C-Corps.
