IFIC

IFIC launches new fund data collection and reporting platform

The IFIC has announced the launch of its new cloud-based data collection and reporting platform for investment fund sales, assets and fund attributes.

By Staff |February 20, 2018

1 min read

Industry

IFIC proposes protections for senior clients

IFIC has proposed a series of measures aimed at helping advisors support aging clients. The proposals are contained in a submission made in response to the consultation paper “Improving Detection, Prevention and Response to Senior Financial Abuse in New Brunswick,” which was issued by the Financial and Consumers Services Agency in November 2017. “We commend […]

By Staff |February 14, 2018

2 min read

Industry

IFIC adds two to senior management team

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By Staff |January 25, 2018

1 min read

Industry

IFIC requests creditor protection for RDSP beneficiaries

An RDSP is a long-term savings plan designed to help Canadians with disabilities and their families save for the future.

By Staff |January 9, 2018

2 min read

Are clients too focused on returns?

Clients increasingly say their advisors improve their return on investment (ROI), reveals a Pollara report commissioned by IFIC. Read: Can you deliver investors’ return expectations? The proportion of clients who strongly agree with this statement increased to 47% in 2017 from 39% last year. Read: How to increase returns by 1.5% The question is, do […]

By Staff |November 22, 2017

2 min read

Mutual fund assets up almost 3% in October

Assets under management (AUM) for the mutual funds industry reached $1.47 trillion for October 2017, reveals an IFIC report. That’s an increase of $40.7 billion or 2.9% compared to September 2017. Read: ETFs versus mutual funds: which win? Net sales of mutual funds were $2.4 billion for October, up compared to net sales of $1.6 […]

By Staff |November 22, 2017

1 min read

IFIC elects new chair, board members

New appointments were made at IFIC’s annual meeting on September 7, 2017. Ross Kappele (EVP and head of distribution at BMO Asset Management Canada) was elected chair of IFIC’s board, and Carol Lynde (president and COO at Bridgehouse Asset Managers) was elected first vice-chair. In addition, the following industry participants were elected to IFIC’s board […]

By Staff |September 11, 2017

1 min read

Clients with questions can find answers with IFIC

IFIC has launched its Investor Centre, with content to help clients navigate their finances. Read: Most Canadians fail basic financial literacy test In addition to articles on saving and investing, the new website contains a Life Stages section with articles on starting a business, preparing for a new baby, changing jobs, caring for loved ones, […]

By Staff |July 4, 2017

1 min read

IFIC

IFIC launches new fund data collection and reporting platform

IFIC proposes protections for senior clients

IFIC adds two to senior management team

IFIC requests creditor protection for RDSP beneficiaries

Are clients too focused on returns?

Mutual fund assets up almost 3% in October

AUM for mutual funds industry up 1.2% in September

Why cost of mutual funds is dropping in Canada, U.S.

IFIC elects new chair, board members

Clients with questions can find answers with IFIC