Increased disclosure would improve regulatory accountability and help consumers make more informed decisions
Findings underline the need for investors to pay particular attention to the quality of risk disclosures
Study shows investors want disclosure about their advisor as well as about products
Review calls on fund managers to provide more meaningful information to investors
Fewer reviews completed in fiscal 2012 as regulators increased the number of full reviews
Credit Suisse sales exec signaled confidential information to a fund manager
Proposed changes, including changes to risk disclosure, will be published for comment in the spring or summer
The new Fund Facts document is a major step forward; it should be tested and reviewed before further changes are made
Clients like the uniform presentation of information on the forms between fund companies
Association helping firms prepare for Client Relationship Model, Fund Facts delivery