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Keyword: Fee structure

165 results found
Idea

Pricing model distinguishes between management and advice costs

  • By: Staff
  • November 15, 2018 November 15, 2018
  • 14:45

Desjardins Investments is reducing management fees for several funds. The reductions, ranging from three to 21 basis points for a majority of unit classes of 28 funds, are effective Oct. 1. Find all the reductions on the Desjardins website. Also read: How client awareness of CRM2 benefits advisors Wealthsimple announces zero-commission stock-trading service IIROC suspends […]

  • By: Staff
  • August 29, 2018 August 29, 2018
  • 16:08

Fiera Capital has lowered the fees on certain series of the following funds: Fiera Capital International Equity Fund and Fiera Capital Defensive Global Equity Fund. The fee changes, which are effective today, are detailed in the chart below. Fund Current management fee New management fee Fiera Capital International Equity Fund Series F units Series FH […]

  • By: Staff
  • February 7, 2018 August 21, 2018
  • 11:53

CRM2 reporting by firms is good, but it could be better. That’s the finding from the MFDA, which published a bulletin and report on Tuesday outlining the results of its examinations and CRM2 sweep last year. “Overall, we have found that members have made reasonable attempts to comply with the new CRM2 requirements,” says the […]

  • By: Staff
  • January 31, 2018 August 21, 2018
  • 12:48

Desjardins Investments (DI) has reduced management fees by up to 25 basis points for a majority of unit classes for 32 funds, effective Jan. 18. Affected funds are in the tables below. DI will also merge the Desjardins Canadian Equity Growth Fund with Desjardins Canadian Equity Fund around March 23, the company said in a […]

  • By: Staff
  • January 17, 2018 August 21, 2018
  • 15:27

SRO reveals 2018 compliance priorities

  • By: Staff
  • January 17, 2018 August 21, 2018
  • 14:20

The proposed changes are designed to eliminate overlap and streamline Manulife's platform for advisors and investors, says the firm.

  • By: Staff
  • January 16, 2018 August 21, 2018
  • 14:35

BMO Investments says it will discontinue the standard DSC purchase option for new purchases—including pre-authorized purchases—across its entire mutual funds lineup, effective May 4, 2018. Read: Commissions ban could push advisors to sell insurance products: MFDA In a release, BMO Investments says it hasn’t offered any new mutual funds under the standard DSC purchase option […]

  • By: Staff
  • December 20, 2017 August 21, 2018
  • 13:27

If you don’t find the Cumming research on mutual fund fees, flows and performance convincing, another mutual fund study has been published by the European Securities and Markets Authority (ESMA). Read: Industry response to embedded commissions ban: IFIC and Advocis The study analyzes mutual fund returns in relation to ongoing fees, one-off charges and inflation, […]

  • By: Staff
  • October 25, 2017 August 21, 2018
  • 00:00

A study of mutual fund ownership and fees across North America

  • By: Staff
  • October 4, 2017 August 31, 2018
  • 15:53