Segregated Fund Families ranking shows active management paid off in fixed income, and tech gains dominated equities returns
New measures address the use of DSCs with existing contracts
The quarter also saw net outflows, lower AUM
Draft rules out for comment, expected to take effect in 2026
Plus, BMO introduces structured-outcome ETFs
Respondents to FSRA survey had mixed views on how they preferred to pay financial advisors
John Yanchus of Canada Life says seg funds offer stability in volatile markets, and are more versatile and less expensive for clients than they used to be
John Yanchus of Canada Life says seg funds offer stability in volatile markets, and are more versatile and less expensive for clients than they used to be
Industry braces for technical challenges as new disclosures take effect
New agent allegedly split commissions with ex-agent, churned those clients