Equity fund net sales surge above $1 billion
Suitability conversations continue to rise
John Adams, chairman of the Investment Funds Institute of Canada, explains that the new regulatory environment, shifting demographics, and new technologies all add up to provide advisors with revolutionary — yet powerful new growth opportunities.
There is a need to adapt to change, but not just for millennial clients, panel discussion recommends
Make better use of existing programs, such as group RRSPs and TFSAs, and use public information campaigns, group says
Fund industry assets under management down 2.7% from July
John Adams succeeds Brian Peters as chairman
Adding a voluntary component to the CPP would be complex to set up and costly to administer
AUM rise 2.1% to $25.5 billion
The guidelines are intended to help fund managers disclose the historic volatility of their funds on a consistent basis