Keyword: Account statements

32 results found

Advisors have long complained about their client account statements. But a push to provide clients with comprehensive electronic statements, combined with regulatory changes requiring more information, could be the panacea

  • By: Jacob Boon
  • May 22, 2014 November 16, 2019
  • 23:00

Statements fail to deliver value to investors

  • By: IE Staff
  • June 21, 2012 June 21, 2012
  • 14:10

Dissatisfaction with client account statements

Amendments harmonize delivery requirements

U.S. securities regulators have issued an investor alert encouraging investors to scrutinize their account statements and trade confirmations.

  • By: IE Staff
  • February 23, 2012 February 23, 2012
  • 17:05

Change would conform with CSA rules and avoid confusion

Videos help people understand their group retirement statements

  • By: IE Staff
  • February 10, 2011 October 31, 2019
  • 12:03

Nearly half of group plan members do not know what their future retirement income will be

Statements feature dynamic personalized messaging and goal based reporting

  • By: IE Staff
  • December 15, 2010 December 14, 2017
  • 11:57

Majority of firms, including frontrunner Dynamic, omit clients’ most sought-after piece of information: Rate of return