Model letter and form help investment managers, institutional investors
Resource guide published to enhance compliance
Long-term fund assets approaching pre-downturn highs
The pre-budget submissions for 2011 tackle RRSPs, employer-based savings plans and the tax treatment of some financial products
Solid majority of fund investors confident that their finances will allow them to live the life they plan in retirement
Money market fund redemptions overwhelm long-term fund sales
Advisors must be able to clearly define their value proposition
Demand is growing particularly fast among younger investors
The debate over Canadian mutual fund costs often fails to account for the value of advice
Outflow from money market funds dampens overall sales