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IFIC survey finds that clients rely more on their advisors during times when the going gets tough

  • By: Megan Harman
  • September 25, 2008 September 25, 2008
  • 14:17

Businesses will have 31 days to comply with the new legislation, after which failures to comply could result in fines as steep as $15,000 per offending call

  • By: Megan Harman
  • September 24, 2008 September 24, 2008
  • 16:26

Having less choices allows an advisor to make better decision for his or her clients

Unprecedented level of interconnection and interdependence between generations will giver rise to changing investment demands in the next few years

  • By: Megan Harman
  • September 24, 2008 September 24, 2008
  • 13:40

But they also added that the changes to the point-of-sale disclosure are impractical for the mutual funds business

Hard asset funds, payout portfolios, enhanced balanced funds and hybrids are the products of choice for today’s clients

The new framework will allow firms to customize the requirements according to their business models

  • By: Megan Harman
  • September 23, 2008 September 23, 2008
  • 17:21

Organization aims to focus on changing two national instruments that apply to mutual funds in the coming year

  • By: Megan Harman
  • September 23, 2008 September 23, 2008
  • 14:42

Oliver Murray of Brandes aims to develop and enhance mutual fund proposition and to improve dialogue with regulators

  • By: Megan Harman
  • September 23, 2008 September 23, 2008
  • 14:31

The theme of this year’s version of the annual conference focuses on setting a course through turbulent times

  • By: Megan Harman
  • September 22, 2008 September 22, 2008
  • 15:15