MERs and management fees – Investment Executive https://www.investmentexecutive.com Canada's news source for financial professionals Thu, 14 Nov 2024 20:29:27 +0000 en-US hourly 1 https://wordpress.org/?v=5.9.3 https://www.investmentexecutive.com/wp-content/uploads/sites/3/2018/01/cropped-favicon-1-32x32.png MERs and management fees – Investment Executive https://www.investmentexecutive.com 32 32 Fund managers shake off headwinds: Fitch https://www.investmentexecutive.com/news/research-and-markets/fund-managers-shake-off-headwinds-fitch/ Thu, 14 Nov 2024 20:29:27 +0000 https://www.investmentexecutive.com/?p=496765 Firms strong enough to face down weak flows, growing margin pressure

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Fund industry generated nearly $31B from MERs in 2023 https://www.investmentexecutive.com/news/research-and-markets/fund-industry-generated-nearly-31b-from-mers-in-2023/ Thu, 26 Sep 2024 19:20:17 +0000 https://www.investmentexecutive.com/?p=493464 In a new report, IFIC breaks down revenues from mutual funds, ETFs

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CSA seeks fund disclosure overhaul https://www.investmentexecutive.com/news/from-the-regulators/csa-seeks-fund-disclosure-overhaul/ Thu, 19 Sep 2024 19:35:45 +0000 https://www.investmentexecutive.com/?p=493111 Regulators propose new streamlined fund reports

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How total cost reporting will affect life agents https://www.investmentexecutive.com/news/industry-news/how-total-cost-reporting-will-affect-life-agents/ Wed, 19 Jun 2024 19:02:41 +0000 https://www.investmentexecutive.com/?p=488059 After receiving enhanced statements, clients may have questions, FSRA says

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Building trust with fee transparency https://www.investmentexecutive.com/inside-track_/andymitchell/building-trust-with-fee-transparency/ Mon, 17 Jun 2024 20:00:09 +0000 https://www.investmentexecutive.com/?p=487845 IFIC is working with the industry and regulators on TCR implementation

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A CRM2 report card https://www.investmentexecutive.com/inside-track_/susan-silma/a-crm2-report-card/ Fri, 14 Jun 2024 20:02:29 +0000 https://www.investmentexecutive.com/?p=487571 Good work all around, but more needs to be done

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FSRA seeks CRM2-like disclosures for seg funds https://www.investmentexecutive.com/news/from-the-regulators/fsra-seeks-crm2-disclosures-for-seg-funds/ Mon, 27 May 2024 19:38:48 +0000 https://www.investmentexecutive.com/?p=486565 Proposal would require seg fund disclosure of embedded costs

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Assets surge in Q1 for U.S. fund industry: Moody’s https://www.investmentexecutive.com/news/research-and-markets/assets-surge-in-q1-for-u-s-fund-industry-moodys/ Fri, 24 May 2024 20:02:00 +0000 https://www.investmentexecutive.com/?p=486477 Markets drive industry AUM higher, net flows positive for large firms

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Fund costs fell after CRM2 https://www.investmentexecutive.com/news/from-the-regulators/fund-costs-fell-after-crm2/ Thu, 25 Apr 2024 15:05:56 +0000 https://www.investmentexecutive.com/?p=484748 CSA research details the evolution of fund costs in the face of transparency reforms

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Letter: Misleading sales pitches impede investor decisions https://www.investmentexecutive.com/insight/letters-to-the-editor/letter-misleading-sales-pitches-impede-investor-decisions/ Mon, 29 Jan 2024 15:02:13 +0000 https://www.investmentexecutive.com/?p=479405 To be seen as professionals, advisors must be reasonable and transparent, writes John De Goey

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