Investment fees | Investment Executive https://www.investmentexecutive.com/tag/investment-fees/ Canada's news source for financial professionals Mon, 05 Jan 2026 16:31:28 +0000 en-US hourly 1 https://wordpress.org/?v=6.9 https://www.investmentexecutive.com/wp-content/uploads/sites/3/2018/01/cropped-favicon-1-32x32.png Investment fees | Investment Executive https://www.investmentexecutive.com/tag/investment-fees/ 32 32 How should advisors speak to clients about total cost reporting? https://www.investmentexecutive.com/uncategorized/how-should-advisors-speak-to-clients-about-total-cost-reporting/ Tue, 30 Dec 2025 06:00:50 +0000 https://www.investmentexecutive.com/?p=528520 Clients will receive enhanced fee disclosures beginning in 2027, as part of CRM3 — advisors should explain the changes in advance

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]]> With CRM3 around the corner, here’s how financial services firms are preparing https://www.investmentexecutive.com/news/with-crm3-around-the-corner-heres-how-financial-services-firms-are-preparing/ Mon, 29 Dec 2025 06:00:33 +0000 https://www.investmentexecutive.com/?p=528422 Total cost reporting will increase fee transparency, put more onus on advisors to demonstrate their value to clients

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]]> Industry falling short on CFR compliance: CSA, CIRO https://www.investmentexecutive.com/news/from-the-regulators/industry-falling-short-on-cfr-compliance-csa-ciro/ Wed, 10 Dec 2025 17:50:45 +0000 https://www.investmentexecutive.com/?p=527418 Review documents failings in meeting KYC, KYP, suitability requirements

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]]> Product roundup: BMO debuts new evergreen global infrastructure fund https://www.investmentexecutive.com/news/product-roundup-bmo-debuts-new-evergreen-global-infrastructure-fund/ Mon, 24 Nov 2025 18:48:11 +0000 https://www.investmentexecutive.com/?p=526156 Plus, other new products from BMO, Purpose, CIBC, Desjardins, along with some fee cuts

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]]> Vanguard Canada makes its biggest fee cut in history https://www.investmentexecutive.com/news/vanguard-canada-makes-its-biggest-fee-cut-in-history/ Wed, 19 Nov 2025 14:11:44 +0000 https://www.investmentexecutive.com/?p=525763 The move comes ahead of the implementation of CRM3 or total cost reporting

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]]> Double trouble: Twins convicted of defrauding clients https://www.investmentexecutive.com/news/double-trouble-twins-convicted-of-defrauding-clients/ Fri, 14 Nov 2025 21:11:23 +0000 https://www.investmentexecutive.com/?p=525534 Pair stole millions from clients, including vulnerable investors

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]]> Fierce competition, record inflows fuel Canadian ETF fee cuts https://www.investmentexecutive.com/newspaper_/etf-guide/fierce-competition-record-inflows-fuel-canadian-etf-fee-cuts/ Mon, 10 Nov 2025 13:05:00 +0000 https://www.investmentexecutive.com/?p=524716 Temporary reductions can help new funds scale faster, win over advisors

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