Total cost reporting | Investment Executive https://www.investmentexecutive.com/tag/total-cost-reporting/ Canada's news source for financial professionals Mon, 05 Jan 2026 16:31:28 +0000 en-US hourly 1 https://wordpress.org/?v=6.9 https://www.investmentexecutive.com/wp-content/uploads/sites/3/2018/01/cropped-favicon-1-32x32.png Total cost reporting | Investment Executive https://www.investmentexecutive.com/tag/total-cost-reporting/ 32 32 How should advisors speak to clients about total cost reporting? https://www.investmentexecutive.com/uncategorized/how-should-advisors-speak-to-clients-about-total-cost-reporting/ Tue, 30 Dec 2025 06:00:50 +0000 https://www.investmentexecutive.com/?p=528520 Clients will receive enhanced fee disclosures beginning in 2027, as part of CRM3 — advisors should explain the changes in advance

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]]> With CRM3 around the corner, here’s how financial services firms are preparing https://www.investmentexecutive.com/news/with-crm3-around-the-corner-heres-how-financial-services-firms-are-preparing/ Mon, 29 Dec 2025 06:00:33 +0000 https://www.investmentexecutive.com/?p=528422 Total cost reporting will increase fee transparency, put more onus on advisors to demonstrate their value to clients

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]]> Fee transparency, discussions have room for improvement https://www.investmentexecutive.com/news/fee-transparency-discussions-have-room-for-improvement/ Thu, 09 Oct 2025 20:24:24 +0000 https://www.investmentexecutive.com/?p=522359 On annual statements, clarity on fees slipped, annual survey finds

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]]> Ontario approves TCR rule for seg funds https://www.investmentexecutive.com/news/from-the-regulators/ontario-approves-tcr-rule-for-seg-funds/ Mon, 09 Jun 2025 15:54:23 +0000 https://www.investmentexecutive.com/?p=512097 Enhanced fund reporting expected to take effect in 2026

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