Fund industry group says CSA should wait until effects of existing reforms are known
The firm also announced a change in portfolio subadvisor and changes to its risk rating for five funds
FeeX aims to help investors save on advisory fees
Advisor reaction to proposed commission changes was not positive
Don’t hide your fees from clients. Make them clear and demonstrate the value you provide
The new voluntary model calls for disclosure of brokerage fees that includes all miscellaneous account and service fees, including account maintenance fees.
Startup FeeX aims to provide U.S. retail investors with greater transparency on fees
Panel to examine the evolution of investment products and how they are sold
Nevertheless, investors are confused about their investment performance and the fees their advisors and firms charge for investment advice
Research finds investors are often confused about brokerage service and maintenance fees