The IFIC has announced the launch of its new cloud-based data collection and reporting platform for investment fund sales, assets and fund attributes.
IFIC has proposed a series of measures aimed at helping advisors support aging clients. The proposals are contained in a submission made in response to the consultation paper “Improving Detection, Prevention and Response to Senior Financial Abuse in New Brunswick,” which was issued by the Financial and Consumers Services Agency in November 2017. “We commend […]
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An RDSP is a long-term savings plan designed to help Canadians with disabilities and their families save for the future.
Clients increasingly say their advisors improve their return on investment (ROI), reveals a Pollara report commissioned by IFIC. Read: Can you deliver investors’ return expectations? The proportion of clients who strongly agree with this statement increased to 47% in 2017 from 39% last year. Read: How to increase returns by 1.5% The question is, do […]
Assets under management (AUM) for the mutual funds industry reached $1.47 trillion for October 2017, reveals an IFIC report. That’s an increase of $40.7 billion or 2.9% compared to September 2017. Read: ETFs versus mutual funds: which win? Net sales of mutual funds were $2.4 billion for October, up compared to net sales of $1.6 […]
The AUM for the mutual funds industry reached $1.43 trillion.
A study of mutual fund ownership and fees across North America
New appointments were made at IFIC’s annual meeting on September 7, 2017. Ross Kappele (EVP and head of distribution at BMO Asset Management Canada) was elected chair of IFIC’s board, and Carol Lynde (president and COO at Bridgehouse Asset Managers) was elected first vice-chair. In addition, the following industry participants were elected to IFIC’s board […]
IFIC has launched its Investor Centre, with content to help clients navigate their finances. Read: Most Canadians fail basic financial literacy test In addition to articles on saving and investing, the new website contains a Life Stages section with articles on starting a business, preparing for a new baby, changing jobs, caring for loved ones, […]