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Keyword: Fee structure

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With regulatory changes and fee compression, advisors must get creative to profitably serve clients with fewer assets

Financial Advisor Assisting Senior Couple

The CSA cited investor protection as it gave a timeline for its ban, while Ontario's regulator introduced new limits on DSC sales

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With investment management "solved," how should advisors spend their time?

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Management and advisory fees have been reduced for 59 F-series mutual funds

  • By: Staff
  • January 27, 2020 January 27, 2020
  • 12:21
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IFIC says it would have preferred a nationally harmonized approach

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Ontario is considering alternatives to a DSC ban, but will join the CSA in outlawing trailers for discount brokers

Review finds most disclosure is incomplete, and many fees aren’t disclosed at all

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Breaking down various fee scenarios

  • By: Mark Yamada
  • October 30, 2019 October 30, 2019
  • 13:43
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Globally, investors also expressed dissatisfaction with asset-based fees

  • By: Staff
  • August 27, 2019 August 27, 2019
  • 12:10
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Management fees decline, while funds take a larger slice of alpha

  • By: Staff
  • July 10, 2019 July 10, 2019
  • 11:10