Proposals would allow fund managers to post financial statements and management reports on designated websites
The exchange will shut down TSX NAVEx at the end of this year
ETF sales stay positive, mutual fund redemptions moderate
The CSA is reviewing distribution arrangements for in-house funds
U.S. research finds that benchmarks matter in fund performance reporting
The best solution to the complex transition may be flexibility
GuardPath funds aim for steady cash flow over 20 years or a large payout for survivors in 2042
Evaluating the two options requires understanding your client’s needs, particularly concerning liquidity
IFIC data show that redemptions from equities funds continued
Bear markets are a good time to employ the strategy with clients who can handle the complexity