It’s time to think differently about client communications and disclosure documents
TCR is coming for investment and seg funds
The CSA is expected to propose new cost reporting for investors
Dynamic Funds, Questrade take top spots
Videos help people understand their group retirement statements
Nearly half of group plan members do not know what their future retirement income will be
Statements feature dynamic personalized messaging and goal based reporting
Firms need to keep up with the changing expectations of clients
Customization options are available at both the dealer and the advisor levels
MFDA members in Ontario and Newfoundland given 2-year transition period