Court denies leave to appeal certification decision in a BMO funds case
The Montreal-based co-op is the latest Canadian firm to offer no-fee trading
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