The regulatory revamp of dollar-based disclosure for fees and performance, as well as suitability and risk, is complete. Learn how to respond when clients receive their new reports next year — and what to expect from further regulatory change.
September 26, 2016Advisor credentials and titles are set to change, but an agreement on how appears to be a long way off
There are some hidden shoals in the CRm2 regime. regulators offer advice on how to navigate them
Erez Blumberger of AUM Law Professional Corp. talks about educating clients on CRM2 reports
Client conversations are going to change. Get in front of the process by being prepared
New rules usually bring penalties. Protect yourself
Despite a major push to meet deadlines, there is more to do
How to help clients avoid confusion
CRM2-style disclosure could be coming for a range of insurance products
Other countries have been more aggressive about investor protection
As the investor protection juggernaut roles on, now is the time to have your say
First-mover advantage, how small players survive, liquid alts turn 5, and more
From cryptoassets to carbon offsets, Canadian ETFs keep adapting to investor demand
In this year's Insurance Guide, we deliver the goods on par policy dividends, insurance-tracking shares, how to buy a book of business — and so…
