Rebecca Cowdery, a partner with Borden Ladner Gervais LLP in Toronto, discusses the mutual fund point of sale (POS) delivery project, and explains how advisors can use the Fund Facts document to meet their obligations under CRM2.
Housing costs are a growing worry, BMO index finds
New funds hold several big names found in broad U.S. stock indexes
Effective communication, whether digital or in person, remains key to strong client/advisor relationships
Several major initiatives could launch this year
Immigration and smaller households should boost demand and prevent a market spiral, a report says
Getting about costs money but the elderly are seeing a crunch on grocery bills, investment portfolios
Americans spent more on building, garden supplies; less at clothing stores
Changes to the life insurance capital adequacy test, released in July, take effect in 2023