Securities regulators have struggled mightily to improved point-of-sale disclosure for mutual funds
RBC North American Dividend Fund to get new name
Stewardship grades updated for 26 fund companies
The review is intended to examine how closely a fund’s stated investment objectives and strategies are implemented over time
Some new online repositories are helping mutual fund companies and financial advisors deal with disclosure
James Langton's article on the new investor advisory panel engaged in unfounded criticisms of the investor advisory committee
Most fund investors start-out with less than $25,000 when they first seek advice
Advisors get free access to complete universe of the new mutual fund disclosure documents
Existing protections should not be removed until the new document has been improved to ensure investors have the information they need
The new investment fund product advisory committee will inform the OSC’s development of policy and its operational work