IFSE blog

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Before a conventional mutual fund manufacturer can sell securities to investors, it must prepare several documents and file them with the appropriate securities regulator. One of those documents is the simplified prospectus.


One of the most popular career choices in financial services today is that of financial advisor. A financial advisor plays a crucial role in helping investors achieve their goals such as saving for retirement, funding their children’s education, or buying a home.

But how do they get paid?


Like most industries, the insurance industry has a language all its own, and industry-specific acronyms are a big part of that special language. They can give us a quick, simple way to communicate with other people in the industry – as long as you know what all the acronyms mean. If you don’t, things can get very confusing, very quickly.