Fees fell by 6% from 2017 to 2018
A structured process in KYC interviews can help ensure clients receive equitable attention
The worst-performing fund indices were precious metals equity, natural resources equity and energy equity
Every major stock market in the world was down in February, with losses typically ranging from 3% to 6%
The energy sector continued to impede domestic equity and sector funds
Domestic equity funds had positive results for the year but trailed their foreign counterparts
Domestic equity funds had weak but mostly positive results
Canadian equity funds had a solid month as the S&P/TSX composite index broke through the 16,000 mark for the first time
The biggest losers in the third quarter were fixed-income fund categories
Precious metals equity index rebounds after four months of losses