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Keyword: MERs and management fees

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Research suggests innovation and negotiation will play a larger role in lowering costs for clients

  • By: IE Staff
  • January 4, 2019 January 25, 2019
  • 13:57
usinessman analyzing investment charts with laptop

Two Wealth Compass funds may not qualify as mutual fund trusts for 2018

  • By: IE Staff
  • December 11, 2018 January 11, 2019
  • 10:20
Businessman calculating and checking articles of agreemen

The company also announced lower risk ratings for several ETFs

  • By: IE Staff
  • November 27, 2018 January 11, 2019
  • 11:15
Piggybank and calculatar with asset allocation pie chart

The company is adding a currency management strategy to Franklin High Income Fund

The changes take effect Jan. 1, 2019

Businessmen trading stock looking at graphs indexes and numbers on multiple computer screens

The company is also rolling out more competitive pricing to reward client loyalty

  • By: IE Staff
  • November 15, 2018 January 11, 2019
  • 11:50
usinessman analyzing investment charts with laptop

The firm also announced portfolio advisor and subadvisor changes for certain funds

Business and financial report with laptop Accounting economic

The company will also launch a new Active ETF Series and streamline its fee-based offering

  • By: IE Staff
  • October 11, 2018 January 11, 2019
  • 14:30
Piggybank With Eyeglasses And Calculator On Wooden Table, TFSA, RRSP

The investment fund company has also added tiered pricing for RDSP accounts

  • By: IE Staff
  • October 1, 2018 January 11, 2019
  • 14:30
stock market world economy abstract

MFDA publishes investor bulletin on mutual fund fees