Industry offers lots for regulators to chew on
With all the shade being thrown at financial services lately, you might find yourself having lots of discussions with clients about fund fees. Read: Opinion: How to reform a rotting banking advice system For its part, IFIC has embarked on an education campaign of its own, explaining in a report the options available to investors […]
Canadians show no signs of slowing down when it comes to investing in mutual funds. IFIC reports that, for the month ending April 30, 2017, assets under management (AUM) for the mutual funds industry reached $1.42 trillion, compared with $1.39 trillion the previous month. Read: No trailers for advice unless you provide advice, says IFIC […]
Series A funds shouldn't be provided through discount brokers, for example
Proposal aims for disclosure of full MERs
The Investment Funds Institute of Canada says Duane Green, president and CEO at Franklin Templeton Investments, has joined IFIC’s board. Green replaces Don Reed, who recently retired from Franklin Templeton. It also announces that WeirFoulds LLP has joined as an affiliate. The firm has experience with various types of investment funds and capital market participants.
Check out the latest portal for advisors.
The Investment Funds Institute of Canada (IFIC) has wasted no time in responding to CSA’s notice that suggests securities regulators are on track to ban embedded commissions.
The Investment Funds Institute of Canada (IFIC) has released its updated Voluntary Guidelines for Fund Managers Regarding Fund Volatility Risk Classification.
IFIC has released a guide to help mutual fund dealers deliver on the final phase of CRM2.