After mid-July 2016, CRM2 will require investment dealers to report personalized performance, charges and commissions annually to each client. To their credit, many dealers are now providing performance reports. But two disturbing trends are...
Investment management fees often make the difference between comfortable retirement living and a highly restricted retirement lifestyle. Imagine you had $100,000 in your RRSP invested in low-fee ETFs (exchange-traded funds) and your average...
In an April 2010 post, I wrote of the challenges advisors face when using ETFs as the product solution for constructing client portfolios. In the May 2010 issue of Investment Executive, I turned around and touched on advisors’ potential...
In the November 2010 issue of Investment Executive I reviewed a few different academic papers that attempted to answer the question gracing the title of this blog post. Unfortunately, space constraints precluded me from detailing the titles of the...
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