Advisor

Clashing views at embedded fee roundtable

Expect policy on embedded commissions to be published in early 2018. So said John Mountain, the OSC’s director of investment funds and structured products, at Monday’s roundtable discussion on the proposal to ban embedded fees. Maureen Jensen, OSC chair, specified springtime. Though the roundtable focused on three alternatives to banning embedded fees, Jensen made clear […]

September 19, 2017

6 min read

Industry

Wealthsimple launches robo-advisor service in U.K.

The company currently has more than 40,000 clients in Canada and the U.S., with $1 billion in assets.

By Staff, with files from The Canadian Press |September 19, 2017

1 min read

Industry

Investors want Canadian-owned investments, global expertise

Clients and advisors share their thoughts — 50 of them — in a survey sponsored by Mackenzie Investments. More than three-quarters (78%) of investors surveyed say it’s important for advisors to offer products and services from Canadian-owned asset management companies. Just under three-quarters (72%) say it’s important for asset management companies to have unique expertise […]

By Staff |September 18, 2017

2 min read