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Keyword: Segregated funds

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Businessman hand showing financial report on table

Consultation on improving, harmonizing fund disclosure remains open until July 27

Businessman with yellow insurance umbrella looking over city

Some advisors have moved from DSCs to seg funds with chargebacks

angry client meeting

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

growth in challenging times

Segregated fund families: Swing from value to growth helped some fund families while hindering several large firms

Business and financial report with laptop Accounting economic

The company's fourth quarter results were also strong

  • By: IE Staff
  • February 17, 2022 February 17, 2022
  • 12:03
Man walks the ladder of success and reaches the top

Editorial: Closing the gap between insurance and securities rules removes a tangible risk for clients

  • By: IE Staff
  • February 14, 2022 February 18, 2022
  • 09:12
Closed sign in a shop showroom with reflections

CCIR, CISRO consultation will also consider outright ban on upfront commissions

The seg funds look to invest in companies with strong ESG practices

  • By: IE Staff
  • December 7, 2021 December 7, 2021
  • 13:45
Business partnership meeting. Picture businessmans handshake. Successful businessmen handshaking after good deal. Horizontal, blurred (Business partnership meeting. Picture businessmans handshake. Successful businessmen handshaking after good deal. Ho

The Guardian Capital subsidiary bought the Quebec firm's life and health insurance business and seg fund assets

  • By: IE Staff
  • October 4, 2021 October 4, 2021
  • 16:10
Horn speaker for public relations sign symbol, vintage color - sun with blue sky

The CSA chair provided details Wednesday about the new SRO and why he's "all in" on CRM3