Fee-based

Objective Financial Partners expands into Quebec

Objective Financial Partners expands into Quebec

Fee-only advisory firm sets up in Montreal

By Finance et Investissement Staff |March 23, 2026

2 min read

Fee-based models align value with advice

Fee-based models align value with advice

The industry is heading in this direction — it’s time to embrace it

By Kevin Hayes |July 16, 2025

3 min read

Decorative pattern

Scotia Capital settles fee discrepancy case

Regulatory fine pales against firm's $32-million remediation plan

By James Langton |December 17, 2021

1 min read

Taking a pass on pricey products

Taking a pass on pricey products

Clients need advisors who control costs

By Michelle Schriver |March 12, 2021

4 min read

Boosting revenue in uncertain markets

Boosting revenue in uncertain markets

Annual PriceMetrix report provides insights for advisors

By Michelle Schriver |June 9, 2020

3 min read

Decorative pattern

High fees hurt Canada’s standing in Morningstar investor experience study

The Canadian industry still rates poorly because asset-weighted median expenses are relatively high

By James Langton |September 17, 2019

3 min read

Should you switch to fee-based before retiring?

Should you switch to fee-based before retiring?

Advice for advisors selling their books

February 22, 2019

9 min read

Decorative pattern

Does your client prefer fees to commissions?

In the U.S., advised investors prefer a fee-based compensation structure, new research finds

By Staff |February 19, 2019

1 min read

Decorative pattern

Provisus readies launch of nine PTFs

The platform-traded funds use the company's "pay for performance" fee structure

By Staff |February 19, 2019

1 min read

Decorative pattern

IIROC fines firm $100K for double charging in fee-based accounts

Worldsource Securities failed to adopt controls to prevent the double charging

By Staff |January 8, 2019

1 min read

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