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Mutual Funds

professional financial advisor

Investing

Don’t fall for investment porn

Investors and advisors should focus on things within their control and tune out the noise of the daily financial...

Don’t fall for investment porn
investment fees

Index Funds

Some investors are too focused on fees

You might be better off paying a little more to avoid costly mistakes

Some investors are too focused on fees
investment returns advice

Investing

How costs undermine investment performance

A breakdown of all the things that can affect returns

How costs undermine investment performance
investing

Investing

Investor love grows for the low-cost balanced fund

Even though ETFs and segregated funds are popular, the balanced fund is the investor favorite

Investor love grows for the low-cost balanced fund

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future investment returns probate fees

Investing

How much should you pay in investment fees?

Fee info is hard to find online. Here's advice

How much should you pay in investment fees?
crm2 fee disclosure reports

Investing

New investment disclosures lack detail

Some financial providers are doing the bare minimum to comply with new rules

New investment disclosures lack detail
advocis

Investing

Embedded commission ban will hurt small investors

OPINION: Advocis calls the push to ban trailing commissions misguided

Embedded commission ban will hurt small investors
Financial advisors

Investing

Do I still pay advisor fees in a self-directed account?

Simply transferring your mutual funds into a self-directed account won't lower your fees

Do I still pay advisor fees in a self-directed account?

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future investment returns probate fees

Investing

CSA steps up case against embedded commissions

Regulators make their strongest argument for a ban

CSA steps up case against embedded commissions

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