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Keyword: Client relationship model

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Happy businesswoman handshaking with client closing deal in an office interior with a window in the background

IFIC's annual investor survey sheds light on how CRM2 cost reporting impacts your client

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Advisors can build trust with clients by explaining fees

  • By: Susan Silma
  • September 25, 2019 November 11, 2019
  • 15:42
Female advisor meeting with male client at hotel lobby

Many investors don't understand what they're paying based on the annual fee reports

Gavel and legal books

IIROC claims firm failed to provide clients with position cost information in quarterly account statements

happy young couple discussing with a financial agent

Aim is to improve CRM2 reporting

  • By: IE Staff
  • March 6, 2019 October 31, 2019
  • 16:13
mature couple at home meeting with financial advisor

The trend toward fee awareness may be contributing to some investors' growing dissatisfaction with their advisors

Business paperwork, stats, numbers, graphs on desk with computer and pen

The self-regulatory organization has published a summary of submissions received in response to its discussion paper

happy young couple discussing with a financial agent

Existing research shows that providing investors with clear and timely information, in a format that’s proven to be effective, can only lead to better outcomes

Businessman looking forward with binoculars cloudy background and graphs, charts around

The CSA is focused on introducing greater investor-protection rules while planning to eliminate some of the unnecessary rules and requirements mutual funds face

man calculates money. piggy bank and business documents on desk

Not only does adopting digital tools lead to happier clients, it also results in greater profitability and success for advisors