Keyword: MERs and management fees

217 results found
Advisor tracking stocks

Fitch affirms traditional managers' ratings, despite challenging conditions

Annual IFIC survey uncovers opportunity to improve investor understanding

advisor client meeting

Real talk about fees and value is good for business

B.C court gives plaintiff another chance to clarify proposed claim

Here’s how to prepare for greater fee transparency

Industry braces for technical challenges as new disclosures take effect

time clock

Editorial: Giving firms ample time to make the necessary system changes is worth the frustration

  • By: IE Staff
  • May 1, 2023 May 5, 2023
  • 06:00

CSA and CCIR finalize CRM3 rules, give industry until 2026 to adopt

TCR is coming for investment and seg funds

  • By: Susan Silma
  • September 14, 2022 September 14, 2022
  • 15:57
angry client meeting

CSA, CCIR propose new cost reporting requirements for investment and seg funds