The hearing involved two clients over age 90 sold DSC funds with seven-year redemption schedules
Expert insights for advisors with commissions-based books
RBC, BMO and National Bank divisions are the latest firms to be named
In submissions to the CSA, investors are critical of regulators and advisors
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Educational material coincides with world investor week
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CARP letter defends "overdue investor protections"
Lawsuit cites lack of advice provided by discount brokers
Effective March 31, 2017, Sun Life Global Investments will reduce the management fee of the Sun Life Milestone 2020 Fund to 1%, a reduction of 30 basis points. Read: Sun Life reports 14% increase in wealth sales Sun Life’s Milestone series of funds reduces fees as the funds become more conservative. The trailing commissions for […]