The Canada Revenue Agency recently decided to defer application of the “advantage rules” by one year
Judy Goldring, executive vice president and chief operating officer, AGF Management Ltd., discusses disruption in the mutual fund industry and the need for advisors to respond to changing client demands while being challenged by regulatory uncertainty. She spoke from the IFIC annual leadership conference in Toronto.
The Investor Centre features content specifically geared to people at different points in life
Paul Bourque advocated in a speech that investors should be given a choice in terms of how fees are paid
The organization recommends a variety of measures, including capping trailer fees, in response to the CSA’s consultation paper