News and resources for Canada's top financial advisors
Industry
The SEC thinks mutual fund 12b-1 fees have gotten out of hand, and is proposing new rules to limit them and provide greater disclosure for investors. The SEC’s 278-page 12b-1 proposal could also impact the use of distribution fees in the mutual funds in variable annuity subaccounts. “When it comes to 12b-1 fees, there is […]
By Alan Prochoroff |July 29, 2010
4 min read
Living Benefits
It will take an act of Congress but insurers could be very close to getting what they’ve been seeking for the last two years — a declaration that equity indexed annuities will be regulated as insurance products, and not as securities. A House-Senate conference committee working on the nearly 2,000-page financial services reform legislation, approved […]
By Alan Prochoroff |June 29, 2010
6 min read
Planning and Advice
May 8, 2024|5 min read
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February 15, 2024|3 min read
December 20, 2023|3 min read
Tax & Estate
January 17, 2024|4 min read
October 26, 2023|4 min read
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