Trailer fee

Seniors group calls on Ontario government to change position on DSCs Seniors group calls on Ontario government to change position on DSCs

Industry

Seniors group calls on Ontario government to change position on DSCs

CARP letter defends "overdue investor protections"

By Staff |September 24, 2018

2 min read

Proposed class action lawsuit on trailing commissions filed against CIBC Fallback Image Decorative pattern

Industry

Proposed class action lawsuit on trailing commissions filed against CIBC

Lawsuit cites lack of advice provided by discount brokers

By Staff, with files from The Canadian Press |September 19, 2018

2 min read

Sun Life reduces fund fee by 30 basis points Fallback Image Decorative pattern

Industry

Sun Life reduces fund fee by 30 basis points

Effective March 31, 2017, Sun Life Global Investments will reduce the management fee of the Sun Life Milestone 2020 Fund to 1%, a reduction of 30 basis points. Read: Sun Life reports 14% increase in wealth sales Sun Life’s Milestone series of funds reduces fees as the funds become more conservative. The trailing commissions for […]

By Staff |March 9, 2017

1 min read

How to answer common fee questions Fallback Image Decorative pattern

Planning and Advice

How to answer common fee questions

Be prepared to explain your fees to clients and prospects.

By Sarah Cunningham-Scharf |October 7, 2014

3 min read