In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, says CRM2 will have clients increasingly focus on what they pay for the advice they receive. He outlines how advisors can communicate their value by focusing on specific outcomes.
Regulator requests monetary penalties, disgorgement, costs and market bans
Insurance advisors answered multiple-choice questions about their industry experience for this inaugural research
Housing costs are a growing worry, BMO index finds
New funds hold several big names found in broad U.S. stock indexes
Advisors surveyed for 2025 also singled out compensation as an area requiring improvement
The increase helped bring the pension fund's net assets to $777.5B
Insurer, MGA fined a total of $115K for paying commissions
Revisions aim to prevent disclosure duplication, added burden