Portfolio managers at Inside ETFs talked about the importance of managing both fees and performance expectations
Changing investor expectations create new opportunities for advisors
New research found 75% of mutual fund investors said they purchased products through an advisor in 2020
A ban on trailers for discounters, a stronger OBSI and protecting seniors remain priorities for the CSA
Royal commission found clients charged for advice they never received
The SRO is reviewing the impact of zero commissions on order routing and disclosure
U.S. giant cuts stock and option trading costs
Two-thirds of survey respondents failed basic quiz on investing
A review suggests most fee disclosure is incomplete — and some fees aren't disclosed at all
Two funds will be closed