Fee structure

TD wants 500 more advisors Fallback Image Decorative pattern

Industry

TD wants 500 more advisors

TD is making it a “priority” to “accelerate the growth” of its advice business, according to a transcript of remarks made during the bank’s Canadian Retail Investor Day on October 15.

By Staff |November 5, 2015

2 min read

Clients unhappy about fee and performance disclosure Fallback Image Decorative pattern

Industry

Clients unhappy about fee and performance disclosure

Firms have been slow or ineffective in ensuring advisors are explaining fees and performance to their clients, missing a critical opportunity to build loyalty. Read more.

By Staff |August 20, 2015

3 min read

Dynamic cuts fees Fallback Image Decorative pattern

Industry

Dynamic cuts fees

Dynamic Funds has announced fee reductions to 41 of its funds.

By Staff |May 14, 2015

1 min read

How to explain MERs and TERs Fallback Image Decorative pattern

Planning and Advice

How to explain MERs and TERs

With CRM 2, clients want better answers to more questions

By Dean DiSpalatro |March 6, 2015

6 min read