Fee-based

Tax News

Corporate-class funds and fee deductibility

How MERs versus direct fees are treated

By Doug Carroll |March 24, 2017

6 min read

Tax News

Should you charge fee or MERs to save clients tax?

MER versus direct fee

By Doug Carroll |February 24, 2017

4 min read

Tax News

Does going fee-based save clients tax?

Factors to consider

By Doug Carroll |January 27, 2017

5 min read

Industry

Talk versus action on embedded commissions ban

Too slow, or not slow enough?

January 16, 2017

2 min read

Industry

Get ready for a commissions ban

While CSA hasn't yet decided to ban embedded commissions, it has mapped out how it'd do so in great detail.

By Staff |January 10, 2017

5 min read

Industry

Horizons ETFs to eliminate advisor-class units

Advisor-class units will convert to common-class units in Q2 2017.

By Staff |January 3, 2017

2 min read

Industry

Worried about conflicts of interest? IIROC and MFDA are watching

Managing potential conflicts of interest is an important part of your job, as is meeting the compliance and disclosure requirements related to such conflicts.

By Katie Keir |December 16, 2016

3 min read

Industry

83% of advisors say fee-based model superior: survey

Almost all Canadian financial advisors (98%) see a shift toward a fee-based rather than commission-based practice, according to a survey report from Vanguard Canada. In fact, among advisors who’ve made the transition, 86% said it had a positive impact on client trust, with a majority indicating it also had a positive impact on revenue growth […]

By Staff |November 14, 2016

2 min read

Industry

CE Course: 34 ways to be a better advisor

The authors identify 34 concrete, detailed strategies to improve client relationships, perform better discovery and give better advice.

By Anne Manson and Doug Towill |November 10, 2016

22 min read

Industry

Amid ‘serious headwinds,’ Assante, Stonegate hit record AUM

Assante Wealth Management and Stonegate Private Counsel, the wealth advisory divisions of CI Financial Corp., reached a record $37 billion in assets under management, the company said on Thursday. The results for CI Financial’s Q3 ending September 30 came amid headwinds from new regulations and pressures to change fees, Peter Anderson, CI’s chief executive, said […]

By Simon Doyle |November 4, 2016

2 min read

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