The self-regulatory organization hopes to spark a discussion on mutual fund cost reporting
Recent research reveals there are more informed investors who ask questions and are more engaged in their investment decisions
The OSC is expected to publish an update in late spring about how it will proceed with embedded commissions
The “majority” of dealers are disclosing DSCs adequately, but some reported DSCs and trailer fees bundled together, new MFDA report finds
The proposals would bring seg fund disclosure more closely in line with the information clients receive about mutual funds, but with some key differences
CRM2 has raised investors' awareness regarding how much they pay for advice and how financial advisors are paid
IFIC survey finds that investor awareness that the fees they pay helps compensate their advisor has risen substantially
New research questions the effectiveness of enhanced disclosure
A study commissioned by the BCSC examines the impact of CRM2 cost and compensation reports
Calculation of returns on a dollar-weighted basis could perplex clients