Industry

What regulators are telling clients about fees

In the wake of CRM2, clients are paying more attention to the fees they pay. And regulators are stepping in to help.

By Staff |October 18, 2016

2 min read

3 new ETFs from First Asset

First Asset Investment Management has launched three new ETFs: the First Asset U.S. Tactical Sector Allocation Index ETF, First Asset Canadian Dividend Low Volatility Index ETF and First Asset U.S. Equity Multi-Factor Index ETF.

By Staff |October 18, 2016

1 min read

Clinton’s capital gains reform has cross-border costs

This U.S. election, the fight over Obamacare could trim your client’s tax bill.

By Jessica Bruno |October 18, 2016

3 min read

What’s in store for independent advisors?

It’s the dream that dare not speak its name: calling it quits at the big firm and heading out on your own. According to an article in Bloomberg, it’s a dream that’s becoming reality for more and more U.S. advisors. The article reports independent registered investment advisors have more than doubled their AUM — to […]

By Staff |October 17, 2016

2 min read