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April 21, 2023
The enhancements were jointly developed by the CSA, the CCIR, CISRO, and New SRO.
April 28, 2022
MONTREAL, April 28, 2022 /CNW Telbec/ - The Canadian Securities Administrators (CSA) and the Canadian Council of Insurance Regulators (CCIR) today published proposals that would enhance total cost reporting for investment funds and segregated funds....
April 28, 2022
<p><span>The Canadian Securities Administrators (CSA) and the Canadian Council of Insurance Regulators (CCIR) today published&nbsp;</span><span><a href="https://www.asc.ca/-/media/ASC-Documents-part-1/Regulatory-Instruments/2022/04/6015458-CSA-and-CCIR-Joint-Notice-and-Request-for-Comment.ashx">proposals</a>&nbsp;that would enhance total cost reporting for investment funds and segregated funds. These proposed changes aim to improve the transp...
April 22, 2022
Tech frees advisors to focus on building successful practices
September 29, 2021
John is unclear about what he’s paying his advisor, and cannot seem to get a straight answer.
April 8, 2021
An unprecedented period of CSA policy development and rule implementation is coming to a close. Collectively, the implementation of the client-focused reforms (CFRs), the ban on the payment of upfront sales commissions including deferred sales charges, and the ban on trailing commission payments to order execution only dealers will permanently reshape the advisor-client relationship and how retail mutual funds are distributed in Canada. The industry is now working to implement these changes ove...
February 12, 2021
Frictionless, relevant disclosure is critical to building trust with clients
December 14, 2020
Disclosure requirements and regulation of mutual fund costs are powerful tools for regulators. Grant Kennaway, Morningstar Australasia Pty Ltd., and Christina West, Morningstar Research Services LLC Feb 18, 2020 Link Copied Regulation is one of the key drivers of increasingly low mutual fund fees around the world, as identified in the Fees and Expenses chapter of Morningstar’s latest Global Investor Experience Study, or GIE. While other drivers of lower fees include investor awareness, compet...