Client relationship model – Investment Executive https://www.investmentexecutive.com Canada's news source for financial professionals Thu, 24 Jul 2025 20:25:22 +0000 en-US hourly 1 https://wordpress.org/?v=6.9 https://www.investmentexecutive.com/wp-content/uploads/sites/3/2018/01/cropped-favicon-1-32x32.png Client relationship model – Investment Executive https://www.investmentexecutive.com 32 32 OSC review flags personal corporation concerns https://www.investmentexecutive.com/news/osc-review-flags-personal-corporation-concerns/ Thu, 24 Jul 2025 20:25:20 +0000 https://www.investmentexecutive.com/?p=516003 CIRO’s CRM3 rules get CSA approval https://www.investmentexecutive.com/news/from-the-regulators/ciros-crm3-rules-get-csa-approval/ Thu, 03 Jul 2025 18:29:38 +0000 https://www.investmentexecutive.com/?p=514301 Ontario approves TCR rule for seg funds https://www.investmentexecutive.com/news/ontario-approves-tcr-rule-for-seg-funds/ Mon, 09 Jun 2025 15:54:23 +0000 https://www.investmentexecutive.com/?p=512097 Expanding access to advice on CIRO’s agenda https://www.investmentexecutive.com/news/expanding-access-to-advice-on-ciros-agenda/ Thu, 10 Apr 2025 20:59:05 +0000 https://www.investmentexecutive.com/?p=506843 CIRO proposes total cost reporting rules https://www.investmentexecutive.com/news/ciro-proposes-total-cost-reporting-rules/ Thu, 10 Oct 2024 19:11:14 +0000 https://www.investmentexecutive.com/?p=494471 Regulators need more rigour: C.D. Howe https://www.investmentexecutive.com/news/regulators-need-more-rigour-c-d-howe/ Mon, 29 Jul 2024 19:50:55 +0000 https://www.investmentexecutive.com/?p=490149 A CRM2 report card https://www.investmentexecutive.com/inside-track_/a-crm2-report-card/ Fri, 14 Jun 2024 20:02:29 +0000 https://www.investmentexecutive.com/?p=487571 FSRA seeks CRM2-like disclosures for seg funds https://www.investmentexecutive.com/news/fsra-seeks-crm2-disclosures-for-seg-funds/ Mon, 27 May 2024 19:38:48 +0000 https://www.investmentexecutive.com/?p=486565 Fund costs fell after CRM2 https://www.investmentexecutive.com/news/fund-costs-fell-after-crm2/ Thu, 25 Apr 2024 15:05:56 +0000 https://www.investmentexecutive.com/?p=484748 Patron saint of investor protection passes away https://www.investmentexecutive.com/news/patron-saint-of-investor-protection-passes-away/ Mon, 23 Oct 2023 19:11:50 +0000 https://www.investmentexecutive.com/?p=473832