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Weak but mostly positive performance for Canadian funds in August: Morningstar

The Canada Revenue Agency recently decided to defer application of the “advantage rules” by one year

Advisors urged to embrace change

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.

Despite the weakening sales picture, mutual fund industry assets under management climbed by $8.3 billion

BMO GAM’s Ross Kappele elected IFIC chairman

Members of the board elected at annual meeting

  • By: Leah Golob
  • September 8, 2017 December 19, 2017
  • 15:30

Mutual funds industry assets under management slip to $1.4 trillion

Overall mutual industry net sales through the first half of 2017 were almost double what they were a year ago, according to IFIC data

The Investor Centre features content specifically geared to people at different points in life

  • By: IE Staff
  • July 4, 2017 December 19, 2017
  • 14:30
Weak but mostly positive performance for Canadian funds in August: Morningstar

Total industry net sales were $26 billion for the five months ended May 31 compared with $15.1 billion in the same period last year

Paul Bourque named as new head of IFIC

Paul Bourque advocated in a speech that investors should be given a choice in terms of how fees are paid

Weak but mostly positive performance for Canadian funds in August: Morningstar

The organization recommends a variety of measures, including capping trailer fees, in response to the CSA’s consultation paper