Advisor centre offers resources related to key topics including mutual fund fees, serving vulnerable investors, hot regulatory topics and tools and tips related to CRM2
However, net sales for all of 2016 dropped to $30.07 billion from $57.91 billion in 2015
The association notes that the CSA’s and the self-regulatory organizations’ rules already address compensation-related conflicts of interest
Net redemptions of equity funds shrink
Guides focus on the opportunity advisors have to strengthen relationships with clients and how to deal with clients’ questions on performance and costs
Natixis Global Asset Management Canada and Picton Mahoney Asset Management have officially joined the organization, IFIC announced on Monday
Year-to-date net sales are about half of what they were in 2015
Year-to-date net sales are $23.8 billion, down from $49.8 billion a year ago
Paul Bourque, president and CEO, Investment Funds Institute of Canada, outlines the industry group’s response to the CSA’s targeted reforms and “best interest” standard. He spoke at the IFIC annual leadership conference 2016 in Toronto.
Several proposed reforms “are either impractical, unenforceable, or would adversely affect investors’ access to advice”