And we’re introducing a leaner, simpler weekly newsletter
Securities regulators are trying to simplify the documents investors receive about investment funds by reducing the amount of information and presenting it in a user-friendly way. Incidentally, the Globe Advisor team has a similar goal for our weekly newsletter.
Understanding that readers of Management Reports of Fund Performance and weekly investment newsletters may face similar limits when it comes to attention and “cognitive load,” to use the CSA report’s language, we’ll attempt to save time by tackling the proposed disclosure regime and our new weekly newsletter approach all at once.
use a fund expense ratio – which combines the management expense ratio and the trading expense ratio – in the Fund Facts and ETF Facts documents;So, what does this mean for advisors?). But the momentum toward simplified fund fee disclosure isn’t about to let up, so advisors should already be making sure clients understand the funds they own and how much they’re paying for them.
: Advisors do all kinds of due diligence before buying a book of business, but the seller’s values are sometimes overlooked. : As with certain genetic traits, the passing of wealth sometimes skips a generation, with parents leaving children out of their will and choosing instead to provide an inheritance to their grandchildren. But this gets complicated with tax and legal issues, not to mention family dynamics.Gordon Pape says a transformation, because it’s generally lower than people expect. And that can lead people to take CPP as early as 60 at a reduced rate.
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