This article appears in the June 2022 issue of Investment Executive. Subscribe to the print edition, read the digital edition or read the articles online.
Research by:
Laurent Bouthillier, Brian Capitao, Joseph Eskander, Emily Fox, Roland Inacay, Alisha Mughal and Cyndia St-Cyr Montes
Research editors:
Katie Keir, Daniel Calabretta
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How financial advisors rated their firms’ performance
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The agency could extend reassessment period if a taxpayer is issued a notice of non-compliance
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Fees to rise for most firms as minimums go up, certain dealers pay higher share
CSA research details the evolution of fund costs in the face of transparency reforms