Fee structure

Industry

Fiera discontinues DSCs, LSCs

The fee structures will no longer be available after June 30 for two mutual funds

By Staff |May 18, 2021

1 min read

Industry

Desjardins to close four ETFs

The company also announced fee reductions for three other funds

By Staff |May 13, 2021

1 min read

Industry

Ontario joins DSC ban

The province changed its position based on “overwhelming” support for a harmonized ban

By James Langton |May 7, 2021

4 min read

Advisor's Edge

Taking a pass on pricey products

Clients need advisors who control costs

By Michelle Schriver |March 12, 2021

4 min read

Industry

Proposed class action against RBC GAM gets a green light

B.C. court certifies claim alleging investors overpaid

By James Langton |February 4, 2021

1 min read

Industry

Court rejects class action against RBC fund dealer

The firm was sanctioned by the OSC in 2018 for violating the sales practices rule

By James Langton |November 25, 2020

3 min read

Planning and Advice

Facing uncertainty, advisors look to lower costs

At an event on Monday, advisors discussed portfolio construction

By Mark Burgess |November 9, 2020

3 min read

Advisor's Edge

Finding ways to serve the mass market

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

By Mark Burgess |June 12, 2020

10 min read

Industry

DSC ban coming in 2022 as OSC proposes restrictions

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

By James Langton |February 20, 2020

3 min read

Products

ETFs and the future of investment management

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

By Melissa Shin |January 29, 2020

2 min read

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