Home MERs and management fees

Keyword: MERs and management fees

205 results found
advisor client meeting

Harness the power of transparency

Real talk about fees and value is good for business

gavel

Closet indexing class action stumbles, again

B.C court gives plaintiff another chance to clarify proposed claim

usiness team in a meeting looking at a sheet of paper

Get ready now for total cost reporting

Here’s how to prepare for greater fee transparency

Magnifying glass image

Regulators lay groundwork for total cost reporting

Industry braces for technical challenges as new disclosures take effect

time clock

Total cost reporting will be worth the wait

Editorial: Giving firms ample time to make the necessary system changes is worth the frustration

  • By: IE Staff
  • May 1, 2023 May 5, 2023
  • 06:00
Couple getting financial retirement advice from consultant at home

Fund investors to get full cost disclosure, eventually

CSA and CCIR finalize CRM3 rules, give industry until 2026 to adopt

Couple getting financial retirement advice from consultant at home

Transforming the fee conversation with total cost reporting

TCR is coming for investment and seg funds

  • By: Susan Silma
  • September 14, 2022 September 14, 2022
  • 15:57
angry client meeting

Regulators seek radical transparency for fund fees

CSA, CCIR propose new cost reporting requirements for investment and seg funds

plant with coins

ESG funds outperformed in 2020: ESMA

Active equity and bond funds generally outperformed passive funds for the year

Wall street sign in New York with American flags and New York Stock Exchange background.

Firm’s “industry standard” fees were anything but, SEC finds

VC firm charged 10 years of fees upfront, drawing investors ire