The CSA is expected to propose new cost reporting for investors
The firm is also renaming certain mutual funds and eliminating the O series of nine funds
DIY plus fee-only planning was the choice for one millennial
The legal team gets $20 million, and a former advisor turned plaintiff was awarded $50,000
Advisors are largely happy with their grids, even with firms turning more attention to fee-based platforms
Eligible clients can choose from more than 80 ETFs from BMO, iShares and Vanguard
There are more advisors — and more consumers receiving advice — following major reforms
Portfolio managers at Inside ETFs talked about the importance of managing both fees and performance expectations
Changing investor expectations create new opportunities for advisors
New research found 75% of mutual fund investors said they purchased products through an advisor in 2020
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