Investment Executive hosted a panel of experts for the third straight year on Sept. 27 to help advisors with the challenges arising from the final changes as part of the second phase of the client relationship model. The panellists explained the changes in detail and recommended how to address client concerns and communicate the long-term advantages of using financial professionals.
September 29, 2016Susan Silma, co-founder, CRM2 Navigator, recommends three things that advisors do before the new CRM2 statements go out to clients in 2017. She spoke at the CRM2 Breakfast Seminar, third edition at the Arcadian Court in Toronto.
Keith McLean, president and chief investment officer, Sphere ETFs, explains how fee transparency builds trust with clients and helps an advisor’s business. He spoke at the CRM2 Breakfast Seminar, third edition, at the Arcadian Court in Toronto.
Advisors who cannot show the holistic services they provide may find themselves in a negotiation battle with clients once enhanced reports are delivered in early 2017
Advisors should get a head start on understanding fee- and performance-related calculations and figure out ways to communicate them to clients, panel urges
The 2025 ETF Guide provides a snapshot of how these products are evolving, from industry-wide trends to regulatory changes, along with some of this year’s…
Everything financial advisors need to know about this year’s federal budget
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