Plus, product news from Harvest, AGF, CIBC, NEI, Manulife and RGP Investments
$125B in inflows far surpassed previous high of $76B in 2024
The funds suffered net outflows of US$2.95 billion in the month: ETFGI
Centre the client experience, rather than investments, senior advisors recommend
The funds reached a new record of US$799.35B in assets in November: ETFGI
Clients will receive enhanced fee disclosures beginning in 2027, as part of CRM3 — advisors should explain the changes in advance
Total cost reporting will increase fee transparency, put more onus on advisors to demonstrate their value to clients
Mutual fund, ETF AUM rose for the seventh consecutive month
The institute will work with Business Future Pathways on the guidelines
Report outlines how the country can grow its 2% share of the global market