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Client relationship model
Client relationship model
Susan Silma
Transforming the fee conversation with total cost reporting
September 14, 2022
Susan Silma
Industry
Fight over CRM3 feels familiar
August 29, 2022
James Langton
Regulation
CSA, CCIR double down on total cost reporting pledge
June 20, 2022
James Langton
Regulation
As CFRs loom, some still struggle with CRM2
April 27, 2022
James Langton
Susan Silma
Value for fees: What investors now expect from their advisors
November 4, 2020
Susan Silma
Paul Bourque
How are investors responding to enhanced disclosure?
October 28, 2020
Paul Bourque
Regulation
First enforcement, now an exemption
July 17, 2020
James Langton
Regulation
TD Waterhouse fined $4 million for ignoring CRM2
March 23, 2020
James Langton
Markets
Survey finds more clients are discussing fees with advisors
September 27, 2019
Michelle Schriver
Susan Silma
Helping clients understand what they’re paying for advice
September 25, 2019
Susan Silma
Regulation
CRM2 fee disclosures fail to enlighten, empower investors: report
August 19, 2019
James Langton
Regulation
TD Waterhouse accused of disclosure violations
April 16, 2019
James Langton
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