The move to pre-trade delivery of Fund Facts is set for May 30
Industry AUM drop nearly 2% during the month
For the year, net sales reached $57.9 billion
The new CE course is designed to teach advisors about disclosure requirements and obligations
Net sales of equity funds pull back from October
Equity fund net sales surge above $1 billion
Suitability conversations continue to rise
John Adams, chairman of the Investment Funds Institute of Canada, explains that the new regulatory environment, shifting demographics, and new technologies all add up to provide advisors with revolutionary — yet powerful new growth opportunities.
There is a need to adapt to change, but not just for millennial clients, panel discussion recommends
Make better use of existing programs, such as group RRSPs and TFSAs, and use public information campaigns, group says