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How should advisors speak to clients about total cost reporting? How should advisors speak to clients about total cost reporting?

Planning and Advice

How should advisors speak to clients about total cost reporting?

Clients will receive enhanced fee disclosures beginning in 2027, as part of CRM3 — advisors should explain the changes in advance

By Noushin Ziafati |December 30, 2025

6 min read

Thematic ETF assets grow to US$467.9B in 2025 Thematic ETF assets grow to US$467.9B in 2025

Products

Thematic ETF assets grow to US$467.9B in 2025

Tech, climate change account for nearly half of thematic ETF assets

By Staff |December 29, 2025

1 min read

With CRM3 around the corner, here’s how financial services firms are preparing With CRM3 around the corner, here’s how financial services firms are preparing

Products

With CRM3 around the corner, here’s how financial services firms are preparing

Total cost reporting will increase fee transparency, put more onus on advisors to demonstrate their value to clients

By Noushin Ziafati |December 29, 2025

7 min read

ETFs find favour as building blocks of other funds ETFs find favour as building blocks of other funds

Products

ETFs find favour as building blocks of other funds

They are increasingly being used for fixed income, foreign equities exposure

By Pierre Théroux |December 29, 2025

4 min read

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