The Excel India Fund, the largest and longest-running mutual fund in Canada solely focused on investing in India, is managed by Excel Investment Counsel Inc. ("EIC") and Birla Sun Life AMC Limited.
Three Williston natives and financial advisors — Clay Skurdal, Brion Norby and Brent Lee — now lead TruWealth Financial, a Lebenthal Wealth Advisory Practice.
As 2014 draws to a close, Manulife Asset Management, the investment management arm of Manulife, is experiencing another strong year featuring global sales and asset growth, expanded investment capabilities and thought leadership.
The year-to-date outflow figure for Pacific Investment Management Co’s emerging market bond funds easily surpasses 2013’s total outflow of $2.0 billion, mutual-fund data provider Morningstar said on Wednesday.
Miracle Mile Advisors, one of California's fastest growing independent investment advisory firms, has seen significant growth this year.