Association helping firms prepare for Client Relationship Model, Fund Facts delivery
IOSCO publishes final report regarding the suspension of redemptions by collective investment schemes
Mandate of funds expanded to include high yield debt
American Century Investment Management appointed sub-advisor to four portfolios
Securities regulators have struggled mightily to improved point-of-sale disclosure for mutual funds
RBC North American Dividend Fund to get new name
Stewardship grades updated for 26 fund companies
The review is intended to examine how closely a fund’s stated investment objectives and strategies are implemented over time
Some new online repositories are helping mutual fund companies and financial advisors deal with disclosure
James Langton's article on the new investor advisory panel engaged in unfounded criticisms of the investor advisory committee