Special Feature

Advisors’ Report Card 2015

Although advisors are continuing to see significant growth in their books of business, their practices are undergoing a seismic transformation as a result of CRM2. All the insight, the ratings and the candid comments from the September 2015 issue of Investment Executive.

Industry News

Almost half of advisors who work with Canada’s mutual fund and full-service dealers expect CRM2 to have some sort of impact on their businesses

By IE Staff |

Advisors among the four distribution channels differ in how they expect to be affected by the implementation of CRM2 regulatory reforms.

Slideshow: Advisors forecast the impact of CRM2 on their businesses

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Slideshow: Advisors forecast the impact of CRM2 on their businesses