Much has changed for the wealth management industry in the last month. The COVID-19 crisis has translated into a the most unprecedented event of our lives, not to mention putting an end to one of the longest bull markets in history since World War II. If figuring out how best to wrestle the oscillating markets […]
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On March 26, 2020, the Investment Company Institute (ICI) announced that the average expense ratios of US domiciled equity, hybrid, and bond mutual funds—including both actively managed and index equity and bond mutual funds have declined substantially over a period of more than 20 years. The report titled, “Trends in the Expenses and Fees of […]
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Reg BI compliance pushed forward in spite of COVID-19 challenges: Intuitive, modular solution allows broker-dealers to monitor their product shelf, compare reasonable product alternatives, and deliver compliance and client documents digitally Toronto, ON, Apr 7, 2020 – InvestorCOM, the leading provider of regulatory compliance software and communications solutions for the financial services industry, today announced […]
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The past several weeks has changed many aspects of our personal and professional lives. It would be an understatement that the pace of change, including the transition to work from home, taking care of children and elders, all while maintaining our own well-being, has required major adjustments for all. Amidst this period of change, the […]
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