The industry association says its proposed modifications are in the best interests of investors
Reforms finalized for fund dealers
The OSC’s Investor Advisor Panel opposes the IIAC’s request for an extension on the implementation of new cost and performance reports
The amendments aim to improve transparency about the costs of investing and the performance of client portfolios
Will new disclosure rules prompt an investor migration?
The costs and benefits of game-changing disclosure rules
The organization believes that both the securities industry and investors would prefer reporting based on the calendar year
Use technology to support deeper conversations
Sending material to clients before they make a decision could help improve disclosure to retail investors, but may complicate advisors’ marketing efforts
Invesco Canada responds to a recent Inside Track column from Neil Gross, executive director of the Canadian Foundation for Advancement of Investor Rights (a.k.a. FAIR Canada)