Home CRM2
Businessman hand showing financial report on table

The “majority” of dealers are disclosing DSCs adequately, but some reported DSCs and trailer fees bundled together, new MFDA report finds

Empire Life expands digital applications to seg funds

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 campaign encourages investors to open their statements

IFIC survey finds that investor awareness that the fees they pay helps compensate their advisor has risen substantially

  • By: Jade Hemeon
  • November 22, 2017 November 22, 2017
  • 13:40

New research questions the effectiveness of enhanced disclosure

IFIC campaign encourages investors to open their statements

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

IFIC campaign encourages investors to open their statements

Investors with a “complete understanding of fees” are considerably more likely to recommend their firm, J.D. Power survey finds

  • By: Leah Golob
  • August 17, 2017 December 19, 2017
  • 13:15
Bridgehouse introduces Morningstar Managed Investments Program

CRM2 has led to more questions from clients about MERs, so IFIC members would like to see this disclosed as part of an initiative the group calls CRM3

IFIC campaign encourages investors to open their statements

In a new video, Jane Rooney talks to Canadians about the new CRM2 reports they are receiving and the benefits of reviewing them

  • By: IE Staff
  • March 2, 2017 March 2, 2017
  • 15:40