Fee structure

Advisors who don’t discuss fees risk losing clients: survey Fallback Image Decorative pattern

Industry

Advisors who don’t discuss fees risk losing clients: survey

More than a fifth of affluent millennial clients say they expect to leave their current advisory firms within the next 12 months, a J.D. Power survey shows. And, for many clients, fee transparency will be a primary reason for leaving. The survey found that, while advisors risk losing clients by not adequately disclosing fees, milliennials […]

By Staff |August 17, 2017

2 min read

TD Asset Management proposes admin fees for funds Fallback Image Decorative pattern

Industry

TD Asset Management proposes admin fees for funds

TD Asset Management Inc. (TDAM) has proposed paying certain operating expenses in return for an administration fee payable by the following funds: Subject to providing prior written notice to investors or obtaining investor approval, as further described below, administration fees will be implemented on or about January 1, 2018. Read: IFIC sets CRM3 in motion […]

By Staff |August 9, 2017

2 min read

OSC to publish embedded commissions policy options in 2017 Fallback Image Decorative pattern

Industry

OSC to publish embedded commissions policy options in 2017

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By Staff |July 5, 2017

2 min read

Advisors to regulators: We’re not the bad guys Fallback Image Decorative pattern

Industry

Advisors to regulators: We’re not the bad guys

Comments on embedded commissions reveal advisor experience in the trenches

By Staff |June 28, 2017

4 min read