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Canadian Funds Summit 2018

Investment fund industry players gathered in Toronto at the fourth annual Canadian Funds Summit, hosted by the Strategy Institute, in mid-May. Highlights of the conference included discussions on digital disruption, sales practices, alternative investments and the evolution of ETFs.

May 16, 2018

Mutual fund firms concerned with lack of guidance on promotional spending

Following several high-profile administrative penalties for “excessive” spending on promotional activities and non-monetary benefits, there’s little clarity from regulators as to what’s acceptable

  • May 16, 2018 June 8, 2018
  • 12:45

Surge in alternative investments expected

Amendments to NI 81-102 that are likely to be adopted this year would provide advisors with an intriguing new category of products to offer clients

  • May 16, 2018 May 17, 2018
  • 09:00

Actively managed, niche ETFs in strong demand

But the ETF industry should tread carefully to ensure these products don’t become too complex as their simplicity and transparency has been key reasons for their success

  • May 15, 2018 May 17, 2018
  • 16:57

Proprietary product sales a cause for concern: Canoe CEO

Darcy Hulston posits that regulators may eventually crack down on the practice of advisors selling products their firms manufacture

  • May 14, 2018 May 17, 2018
  • 16:09