Posts Tagged ‘joint forum’

Fund Facts a good start, but risk rating & suitability get thumbs-down

By Dan Hallett on July 13th, 2011

A new regulatory initiative – i.e. Mutual Fund Point of Sale – was launched this year in an attempt to better inform investors about the investment funds in which they invest.  The key feature of this Point of Sale initiative was to...

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The Wealth Steward Blog is HighView’s forum for facilitating dialogue in the management of wealth.

Here, you will find discussion of the latest topics and issues in the wealth management, asset management, and investment industries. Our in-house experts, along with regular guest contributors, provide their insight into financial subjects relevant to affluent Canadian families and the Foundations they support.

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