CRM2 Guide 2014

A reference to the nuts and bolts of Phase 2 of the client relationship model (CRM2), and a guide to new developments.

October 15, 2014

Using tech to tame CRM2

The new rules require a lot of number crunching and record-keeping. A variety of digital tools are now available

  • October 14, 2014 October 14, 2014
  • 23:00

Tackling the conversation

Many firms are developing guidelines and forms for advisors to talk to clients about the costs OF their investments

  • October 14, 2014 October 14, 2014
  • 23:00