A new regulatory initiative – i.e. Mutual Fund Point of Sale – was launched this year in an attempt to better inform investors about the investment funds in which they invest. The key feature of this Point of Sale initiative was to...
Advisor.ca reported on my talk at the Strategy Institute Mutual Fund Point-of-Sale (POS) Summit. The panel in which I participated focused on Product Arbitrage – the situation that results when similar products are not treated the same by...
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