The new regime will mean more data gathering, more written reporting and more in-depth conversations with clients
After a decade of push and pull between regulators and the industry, fundamental change is here
Daryl Charanduk shares tips that keep clients and regulators satisfied
Those who fail to comply with CRM2 could face discipline
With many financial products not subject to CRM2, some experts say the new rules may be extended
Sort out the difference between Fund Facts and CRM2
Investor advocates call for changes
Advisors should be looking to start in depth conversations about their practices with clients
Panelists discuss CRM2 requirements along with other potential changes at Toronto event
One of the benefits of CRM2 is that it puts a visible, understandable price tag on the value of advice