Keyword: Fee structure

181 results found
Multiethnic couple considering investment real estate purchase consulting realtor, interracial family listening attentively to mortgage broker thinking of getting bank loan for buying new home house

The series ensures commission-based advisors have their clients in the lowest-priced option, the firm says

  • By: Staff
  • January 28, 2019 January 28, 2019
  • 10:54
Pretty female college student sitting in a classroom full of students during class

RESP manager decides to wind down plan

  • By: Staff
  • January 23, 2019 January 23, 2019
  • 14:29
money investment scale

New management fees are effective Jan. 1

  • By: Staff
  • December 19, 2018 December 19, 2018
  • 14:33
Senior couple doing the income tax declaration online

Clients will be able to buy Canadian mutual funds and North American ETFs for free

  • By: Staff
  • December 18, 2018 December 18, 2018
  • 12:44
Justitia, the goddess of justice

The lawsuit seeks $175 million in damages on behalf of fund investors

Road sign

The changes apply to certain actively managed ETFs

  • By: Staff
  • November 27, 2018 January 29, 2019
  • 11:17
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