In part two of this three-part series, Rebecca Cowdery, partner with Borden Ladner Gervais LLP in Toronto, discusses Fund Facts requirements for mutual fund sales initiated online or by phone.
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
CSA demands pre-registration undertakings from firms to protect investors
Many other funds struggled amid tumultuous global markets
A CIBC report examines Covid effects
A temporary pandemic innovation is being made permanent