CRM2: Client reporting changes that advisors must know

Adrian Walrath, assistant director, Investment Industry Association of Canada (IIAC), says advisors must be prepared to explain discrepancies between the fee and charges reports and performance reports that clients receive under CRM2.

By: Adrian Walrath
September 18, 2015 November 9, 2019
08:00

A different frame

HNW clients want guidance on the complex challenges that wealth can bring

By: Patricia Chisholm
October 15, 2018 November 9, 2019
00:32

Powering up your practice

Referrals are key to boosting your roster of HNW clients

By: Dwarka Lakhan
October 15, 2018 November 9, 2019
00:31

Learning the language of the next generation

The children of the wealthy have different ideas about financial advice — and those who provide it. Understanding that mindset can help retain families when...

By: Dwarka Lakhan
October 15, 2018 November 9, 2019
00:30

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