Plaintiffs in proposed class action must show that active funds tracked index
Class action certification decision awaits support of central allegation
A B.C. court ruled that CIBC and HSBC can see reports filed in a TD case
The fund will now use a proprietary factor model to minimize volatility
Firm will continue to offer other series of funds
Changes include fee reductions and tiers
Two Wealth Compass funds may not qualify as mutual fund trusts for 2018
There are no changes to the investment objectives or strategies of the funds
The changes are expected to take effect on Dec. 18
The firm, which makes responsible investing an integral part of its approach, is now an associate member of the RIA