Fee structure

Investors may sue over closet indexing

Investors who thought they put money into actively managed funds, but got products that were simply tracking indexes, may sue the companies involved.

By Staff |May 28, 2014

1 min read

Industry

Transition clients to fee-based

The best reason to transition is that a fee-based model further aligns an advisor’s and client’s interests. And that’s what you must explain to clients when making the switch. Here's how.

By Craig White and Grant White |May 28, 2014

3 min read

Market Insights

Do fees or taxes hit portfolios harder?

Which has a greater impact on portfolios?

By Jason M. Pereira |May 16, 2014

4 min read

Market Insights

What unbundling could mean for the future of advice

By Mark Yamada |April 17, 2014

3 min read

Planning and Advice

Strong markets prop up wealth industry

Advisors did well last year, but have rising markets to thank.

April 7, 2014

3 min read

Economic Indicators

Credit card fees a civil conspiracy, alleges B.C. suit

The British Columbia Supreme Court is allowing a class action lawsuit alleging major banks and card companies are engaged in a “civil conspiracy” to go forward, CBC reports.

By Staff |March 31, 2014

1 min read

Industry

Commission ban could be bad move, says CFA

Regulators should tread carefully as they consider all-out bans on commissions, suggests a recent CFA Institute report.

By Staff |February 26, 2014

2 min read

Economic Indicators

Canadians need free ATMs, says credit union

The second week of the House of Common’s 2014 session opened with spirited debate on whether Canadians are paying too much to withdraw money from ATMs across the country.

By Staff |February 7, 2014

1 min read

Industry

Clients think advisors are overpaid

Advisors are very or somewhat overpaid, say more than three-quarters of people surveyed for a Business Insider audience poll.

By Staff |January 15, 2014

1 min read

Planning and Advice

3 tips to explain compensation

When explaining compensation, follow these three simple steps to ensure you cover all bases.

By Suzanne Sharma |December 23, 2013

1 min read

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