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Keyword: Trailer fee

39 results found
Businessman working on Desk office business

New rules coming into effect June 30 require advisors to address material conflicts

gavel on a wooden bench

The Ontario Divisional Court has rejected TDAM’s leave to appeal an earlier ruling

  • By: Staff
  • October 9, 2020 October 9, 2020
  • 10:27
Cut purple ribbon

Both funds have low risk ratings

  • By: Staff
  • July 20, 2020 July 20, 2020
  • 11:26
Young business couple meeting with tech devices

The firm cited a lack of demand for the fee option

  • By: Staff
  • June 26, 2020 June 26, 2020
  • 11:37
Justitia, the goddess of justice

An Ontario court said the plaintiff has a viable claim for breach of trust and fiduciary duty

Senior couple doing the income tax declaration online

Lawsuit's goal is to have discount brokerages return trailing commissions to investors

  • By: Staff
  • January 17, 2020 January 22, 2020
  • 17:15

Ontario is considering alternatives to a DSC ban, but will join the CSA in outlawing trailers for discount brokers

Messy vintage accountant's desktop with adding machine and paper rolls, he is working with the calculator

The Canadian industry still rates poorly because asset-weighted median expenses are relatively high

photo of hands holding pen under document and pressing calculator buttons

Most investors don't understand the concept of embedded compensation, such as trailer fees

Financial Advisor Assisting Senior Couple

The OSC's research challenges the justification for DSCs and trailing commissions

  • By: Staff
  • July 29, 2019 July 29, 2019
  • 15:27