Find out about practical approaches to using Fund Facts, including assessing risk, and learn about the extension of the new rules to other types of investment funds. Photo copyright: nexusplexus/123RF.
May 12, 2016Find out about practical approaches to using Fund Facts, including assessing risk, and learn about the extension of the new rules to other types of investment funds. Photo copyright: nexusplexus/123RF.
May 12, 2016Although new delivery requirements for Fund Facts kick in this month, looming reforms to a key component of the disclosure document remain a work in progress
Advisors must understand what “delivery” means — including the exceptions — to ensure they’re prepared to meet the new requirements
Some insurance products and ETFs are in regulators’ sights