Group to focus on investor-advisor relationships, complaints, suitability
Provincial groups and the national body are at odds over how best to represent CPAs across the country
U.S. research finds that benchmarks matter in fund performance reporting
Several dealers saw upticks in their ratings after upgrading their statements and client portals, but shortcomings persist
SRO review finds a variety of reasons for botched return calculations
Some investors may see a zero on their June 30 statements
Fund dealers were advised to examine their client reports for unusual or incorrect information
A new report examines cooperation to ensure the safety and efficiency of financial market infrastructures
Overloading investors with information can be counterproductive
IFIC partners with BEworks to examine investment cost and performance statements