Find out about practical approaches to using Fund Facts, including assessing risk, and learn about the extension of the new rules to other types of investment funds. Photo copyright: nexusplexus/123RF.
May 12, 2016
Find out about practical approaches to using Fund Facts, including assessing risk, and learn about the extension of the new rules to other types of investment funds. Photo copyright: nexusplexus/123RF.
May 12, 2016Although new delivery requirements for Fund Facts kick in this month, looming reforms to a key component of the disclosure document remain a work in progress
Advisors must understand what “delivery” means — including the exceptions — to ensure they’re prepared to meet the new requirements
Some insurance products and ETFs are in regulators’ sights
The cease-trade order on all 11 ETFs from Emerge Canada Inc. represented the first time such an order had been placed on a family of…
Investment Executive's brand-new survey of independent insurance advisors unveils their challenges plus key industry trends
