Growth in the Canadian market has outpaced the corresponding U.S. market
Address this issue, before the client does. Consider these suggestions from Dan Hallett to reduce client portfolio costs - without taking a big pay cut.
25% of firms will see a decrease and 37% will see an increase in fees under the new dealer regulation model
A ban on commissions won’t solve all forms of bad advice
Outline your fee structure and what clients receive for those charges
Investment analyst Dan Hallett and a broker friend debate the pros and cons of deferred sales charges
Explaining fees to cost-sensitive clients
The proposed dealer regulation fee model will charge a $250 fee for each registered individual
FirstOntario wants to educate Canadians about the benefits of a community-based credit union over big banks
2.6% increases apply to several fees