Fee structure

Industry

Top tips from portfolio managers in 2014

Throughout the year, advisor.ca shared tips from portfolio managers from around the globe.

By Staff |December 19, 2014

2 min read

Industry

CSA finalizes mutual fund pre-sale rules

Now, you must deliver Fund Facts to investors before they buy mutual funds.

By Staff |December 11, 2014

2 min read

Industry

Horizons cuts fees of 2 ETFs

Horizons ETFs Management (Canada) has reduced the management fee structures of two funds.

By Staff |November 3, 2014

1 min read

Industry

IA Clarington launches its Elite Program for wealthy investors

IA Clarington Investments will launch the Elite Program, which gives fee discounts to high net worth investors.

By Staff |October 22, 2014

3 min read

Industry

Manu Investments lowers MERs of select funds

In mid-September and early October, Manu Investments altered fund fees, MERs.

By Staff |October 20, 2014

2 min read

Industry

Mackenzie trims fees on more than a dozen funds

Mackenzie Investments is changing how it prices its mutual funds in a bid to simplify fees and keep pace with competitors.

By Staff |October 8, 2014

1 min read

Industry

Investors seek payment options, says IFIC

For the ninth year in a row, mutual funds lead the way when it comes to investor confidence, finds an IFIC survey. And investors are looking for choice when it comes to paying for advice.

By Staff |October 7, 2014

2 min read

Planning and Advice

How to answer common fee questions

Be prepared to explain your fees to clients and prospects.

By Sarah Cunningham-Scharf |October 7, 2014

3 min read

Industry

CIBC lowers DIY trading fees

CIBC is now charging a flat-rate commission of $6.95 per equity trade.

By Staff |October 6, 2014

1 min read

Industry

Should advisors here follow U.K. and Australia?

It’s been more than one year since the U.K. and Australia implemented regulatory changes for advisors, including banning embedded commissions and acting in the best interest of clients.

By Suzanne Sharma |October 3, 2014

2 min read

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