Trailer fee

High fees hurt Canada’s standing in Morningstar investor experience study Fallback Image Decorative pattern

Industry

High fees hurt Canada’s standing in Morningstar investor experience study

The Canadian industry still rates poorly because asset-weighted median expenses are relatively high

By James Langton |September 17, 2019

3 min read

Report finds investors still confused by CRM2 disclosures Fallback Image Decorative pattern

Industry

Report finds investors still confused by CRM2 disclosures

Most investors don't understand the concept of embedded compensation, such as trailer fees

By James Langton |August 19, 2019

3 min read

Many investors receive little advice for fees, survey finds Many investors receive little advice for fees, survey finds

Industry

Many investors receive little advice for fees, survey finds

The OSC's research challenges the justification for DSCs and trailing commissions

By Staff |July 29, 2019

2 min read

IG settles with MFDA over suitability of DSC sales to elderly clients Fallback Image Decorative pattern

Industry

IG settles with MFDA over suitability of DSC sales to elderly clients

The hearing involved two clients over age 90 sold DSC funds with seven-year redemption schedules

By Staff |May 17, 2019

2 min read