Mutual fund, ETF assets both up thanks to both positive net sales, market effect
Firms weigh in on what CRA’s new stance on trailing commissions means for dealers, advisors and fund managers
Mutual fund, ETF AUM rose for the seventh consecutive month
All fund categories recorded positive net sales, except for money-market mutual funds
On annual statements, clarity on fees slipped, annual survey finds
Year-to-date ETF sales near 2024 total: SIMA
Suggestions include eliminating GST/HST on investment fund management fees, raising RRIF conversion age and more
ETF assets surpass $600B for the first time
Both fund categories also set new total asset records in June
ETFs, however, fared better than mutual funds thanks to strong net inflows