Significant product changes offer opportunities to engage clients, get to know them better and address suitability
Holba joined Empire Life Investments in 2009 and previously served as vice-president, retail distribution
Sweeping compliance review finds issues with fund industry charging practices
Proposals to enhance disclosure to fund investors out for 60-day comment period
Portfolio composition explains some but not all of ESG funds' advantages, ESMA finds
CSA, CCIR propose new cost reporting requirements for investment and seg funds
Mutual fund sales weak, but assets, ETF sales stay solid, IFIC reports
The top area of investment focus was the environment, a Mackenzie study found
Investors now have access to more than 200 ESG funds
Regulators call for improvements in stress-testing and valuation