Keyword: Client relationship model

226 results found
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

  • By: David Reeve
  • October 15, 2018 November 10, 2019
  • 06:00
Business and financial report with laptop Accounting economic

A BCSC study finds Investors might be learning, but they don’t always seem to know what to do about it

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Overloading investors with information can be counterproductive

happy young couple discussing with a financial agent

The percentage of clients who are aware of the changes requiring more cost and performance disclosure in their mutual fund statements rose greatly year-over-year

  • By: Pablo Fuchs
  • September 27, 2018 October 17, 2019
  • 15:40
business chart showing financial success

Improving efficiency and enhancing service are firm’s top priorities

coin stacks with letter dice - fees

Growing resistance to the MFDA’s plan to increase disclosure

businessman with headache

These rules have led to delays, confusion and too much information on clients' statements

  • By: Leah Golob
  • August 24, 2018 October 31, 2019
  • 00:09