Investment fees

You think your advice is valuable? Prove it You think your advice is valuable? Prove it

Planning and Advice

You think your advice is valuable? Prove it

As CRM3 rolls in, advisors need to do more to prove their worth

By Stephanie Holmes-Winton |May 12, 2026

3 min read

Product roundup: More ETFs flood the Canadian market Product roundup: More ETFs flood the Canadian market

Products

Product roundup: More ETFs flood the Canadian market

Plus, firms announce fund fee reductions, sub-advisor changes and more

By Noushin Ziafati |February 23, 2026

6 min read

Product roundup: Picton Investments to debut private equity fund Product roundup: Picton Investments to debut private equity fund

Products

Product roundup: Picton Investments to debut private equity fund

Plus, other firms launch new products, tweak their fund lineups

By Noushin Ziafati |February 2, 2026

7 min read

How should advisors speak to clients about total cost reporting? How should advisors speak to clients about total cost reporting?

Planning and Advice

How should advisors speak to clients about total cost reporting?

Clients will receive enhanced fee disclosures beginning in 2027, as part of CRM3 — advisors should explain the changes in advance

By Noushin Ziafati |December 30, 2025

6 min read