These rules have led to delays, confusion and too much information on clients' statements
Edward Jones tops J.D. Power investor satisfaction ranking for sixth consecutive year
The Investment Industry of Canada’s resistance to expanded investment fund cost reporting runs counter to the views of the Investment Funds Institute of Canada
An overabundance of information and the move away from consolidation of information has resulted in a surge of complaints
The self-regulatory organization hopes to spark a discussion on mutual fund cost reporting
Recent research reveals there are more informed investors who ask questions and are more engaged in their investment decisions
The OSC is expected to publish an update in late spring about how it will proceed with embedded commissions
The “majority” of dealers are disclosing DSCs adequately, but some reported DSCs and trailer fees bundled together, new MFDA report finds
The proposals would bring seg fund disclosure more closely in line with the information clients receive about mutual funds, but with some key differences
CRM2 has raised investors' awareness regarding how much they pay for advice and how financial advisors are paid