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Keyword: Client education

60 results found
Crypto currency

Regulators stress need for education as risks persist and investor interest grows

Computer screen

Emerging markets driving growth in junior stocks, WFE research finds

AI computer

OSC finds investors favour human-AI combo, no fear of AI advice

Greenwashing and isolated green warning sign against white background stock illustration

ESMA promises tougher oversight, calls on industry to avoid misleading claims

CIRO survey finds investors relying on social media, ranking it as worthy as traditional advice

Euro map

European regulators make recommendations for revitalizing capital markets

online investing

Broker conflicts, finfluencers, gamification among regulators' priorities

Partners discussing new plans

It’s time to think differently about client communications and disclosure documents

  • By: Susan Silma
  • February 7, 2024 February 7, 2024
  • 15:00
client meeting

Study participants preferred to rely on the knowledge of professionals rather than learn about investing

Policy group advises regulator on policy, operations, investor education