Investment management fees

With CRM3 around the corner, here’s how financial services firms are preparing

With CRM3 around the corner, here’s how financial services firms are preparing

Total cost reporting will increase fee transparency, put more onus on advisors to demonstrate their value to clients

By Noushin Ziafati |December 29, 2025

7 min read

Product roundup: Ardian brings evergreen PE fund to Canada

Product roundup: Ardian brings evergreen PE fund to Canada

Plus, other product launches and news, including more ESG fund terminations

By Noushin Ziafati |December 15, 2025

5 min read

Edward Jones settles client overcharging case

Edward Jones settles client overcharging case

Firm paid $4.6 million in client compensation, clawed back reps' fees

By James Langton |December 2, 2025

2 min read

Here comes the F-word

Here comes the F-word

Total cost reporting enters its data-gathering phase in January — get ready to talk about fees

By Kevin Press |October 3, 2025

2 min read