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Keyword: Segregated funds

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Proposal would eliminate regulatory arbitrage between seg funds and mutual funds

financial worker analyzing business data and working with tablet computer

Positive industry trends were the most prominent factors

a man interrupts a cascade of falling dominoes

The move follows a regulatory warning earlier this year to stop DSC sales of seg funds

TD launched a carbon credit ETF, while Equitable Life has 12 new seg funds

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