Discover how fee-based accounts differ from commission-based models, their benefits, regulatory considerations, and best practices for transparent, client-centric investment management in Canada.
Explore the benefits, structures, and best practices of discretionary and non-discretionary managed fee-based accounts in Canada, including wrap accounts, SMAs, UMAs, model portfolios, and robo-advisors.
Explore the features, benefits, drawbacks, and regulatory considerations of non-managed fee-based accounts in Canada, focusing on cost analysis, scope of service, and the evolving landscape under Client Focused Reforms.