Fee structure

Products

Horizons lowers fees, changes risk ratings

The changes apply to certain actively managed ETFs

By Staff |November 27, 2018

1 min read

Industry

IG Wealth Management to unbundle fees for all clients

Pricing model distinguishes between management and advice costs

By Staff |November 15, 2018

2 min read

Industry

Desjardins reduces management fees for several funds

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

1 min read

Industry

Fiera Capital lowers management fees for two mutual funds

Fiera Capital has lowered the fees on certain series of the following funds: 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 units Series O units 0.90% 0.92% Up to 0.90% 0.75% 0.77% Up […]

By Staff |February 7, 2018

1 min read

MFDA finds lack of clarity on trailing commissions

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

2 min read

Desjardins reduces management fees on 32 funds

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

2 min read

BMO Investments drops standard DSC for new purchases

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

1 min read

Mutual fund fees decrease returns: ESMA report

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

1 min read

Fee structure

Horizons lowers fees, changes risk ratings

IG Wealth Management to unbundle fees for all clients

Desjardins reduces management fees for several funds

Fiera Capital lowers management fees for two mutual funds

MFDA finds lack of clarity on trailing commissions

Desjardins reduces management fees on 32 funds

MFDA to advisors: We’re watching your recommendations

Manulife changes mutual fund platform

BMO Investments drops standard DSC for new purchases

Mutual fund fees decrease returns: ESMA report