Keith McLean, president and chief investment officer, Sphere ETFs, explains how fee transparency builds trust with clients and helps an advisor’s business. He spoke at the CRM2 Breakfast Seminar, third edition, at the Arcadian Court in Toronto.
Advisors who cannot show the holistic services they provide may find themselves in a negotiation battle with clients once enhanced reports are delivered in early 2017
Advisors should get a head start on understanding fee- and performance-related calculations and figure out ways to communicate them to clients, panel urges
Despite a major push to meet deadlines, there is more to do
How to help clients avoid confusion
CRM2-style disclosure could be coming for a range of insurance products
Other countries have been more aggressive about investor protection
The third annual CRM2 guide reviews a range of complex issues that have emerged for advisors and their firms
There are some hidden shoals in the CRm2 regime. regulators offer advice on how to navigate them
Erez Blumberger of AUM Law Professional Corp. talks about educating clients on CRM2 reports