The Elite Pricing program now includes auto-switching, “householding” and new rebate thresholds
The impact of fees on investor returns varies across jurisdictions, asset classes and client types
The firm is changing the risk ratings of some mutual funds, the names of others and management fee disclosure as of July 27
Climetrics allows investors to more easily integrate climate impact considerations into their investment decisions
New investment objectives for seven funds
The CDPSF will train the organization’s fund reps in its caisse network in Quebec and Ontario as of July 4
Morningstar study shows that harmful market timing calls push investment performance down
Focusing on a product’s value proposition instead of its fee structure is key in ensuring the product stands out
The mutual fund firm will be able to finance educational events that Quebec-based lobby group for advisors, PAFSA, is hosting
Total industry AUM rose to almost $1.39 trillion, up by 13% from a year earlier