Now, you must deliver Fund Facts to investors before they buy mutual funds.
Each month, IIROC publishes a list of the floating and tracking error margin rates.
IA Clarington Investments will launch the Elite Program, which gives fee discounts to high net worth investors.
DiSpalatro: My first experience with an advisor wasn’t good. In early 2007, I was an academic preoccupied with geopolitics, with little knowledge of the markets and even less of the vehicles people like me—the most retail of retail clients—would use to access them.
IA Clarington is launching a global growth and income fund.
Case study: Rebecca Harpaz is determined to find out whether her investments are managed as actively as her advisor says they are.
TD AM is altering strategy of its Canadian Low Volatility Pool.
Investors Group plans to terminate two non-retail funds.
Investors Group is selling three new unit trust funds.
A new fee-for-service series offers preferred pricing for a selection of mutual funds across a range of asset classes.