Explaining fees to cost-sensitive clients
The proposed dealer regulation fee model will charge a $250 fee for each registered individual
FirstOntario wants to educate Canadians about the benefits of a community-based credit union over big banks
2.6% increases apply to several fees
Firm to pay US$3.3 million to settle charges‎
An open discussion enhances client trust
More clients are asking advisors to be specific about what clients get for the fees they pay. Addressing the issue can be an opportunity to demonstrate your value
Burner failed to reimburse clients for DSCs on fund trades
Advisors should expect smaller, gradual changes in the next few years, regulators say