In a new video, Jane Rooney talks to Canadians about the new CRM2 reports they are receiving and the benefits of reviewing them
In the post-CRM2 era, clients and regulators are demanding transparency from advisors. Your best response is to turn this obligation into an opportunity to show your clients what you do for them
InvestmentReporting.ca aims to help investors understand the changes mandated as part of CRM2 in their new annual reports
Clients will have questions as a result of the new disclosure requirements. Be open and honest, and focus on their goals
The first phase of a three-part research project on the impact of CRM2 finds that many don’t know how advisors are paid or the types of fees they pay
Explain why some mutual funds, such as emerging markets, funds incur higher expenses than others
The SRO has granted exemptions to 24 firms for which the annual cost and performance reporting requirements are redundant or unnecessary
The guide uses plain language to explain products, performance and cost
IIAC has a new series to help with client conversations
In part six of a six-part series, Dan Richards, CEO, Client Insights, and Susan Silma, co-founder, CRM2 Navigator, explain that CRM2 reporting will require advisors to communicate their value on an ongoing basis, and give tips on how to retain clients and attract new business.