Client statements – Investment Executive https://www.investmentexecutive.com Canada's news source for financial professionals Wed, 07 Feb 2024 17:24:23 +0000 en-US hourly 1 https://wordpress.org/?v=5.9.3 https://www.investmentexecutive.com/wp-content/uploads/sites/3/2018/01/cropped-favicon-1-32x32.png Client statements – Investment Executive https://www.investmentexecutive.com 32 32 Annual statements: An unparalleled client engagement opportunity https://www.investmentexecutive.com/inside-track_/susan-silma/annual-statements-an-unparalleled-client-engagement-opportunity/ Wed, 07 Feb 2024 20:00:10 +0000 https://www.investmentexecutive.com/?p=480037 It’s time to think differently about client communications and disclosure documents

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]]> Transforming the fee conversation with total cost reporting https://www.investmentexecutive.com/inside-track_/susan-silma/transforming-the-fee-conversation-with-total-cost-reporting/ Wed, 14 Sep 2022 19:57:53 +0000 https://www.investmentexecutive.com/?p=451480 TCR is coming for investment and seg funds

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]]> Expanded cost reporting poses an important and challenging task https://www.investmentexecutive.com/inside-track_/ian-russell/expanded-cost-reporting-poses-an-important-and-challenging-task/ Wed, 21 Jul 2021 20:14:11 +0000 https://www.investmentexecutive.com/?p=425838 The CSA is expected to propose new cost reporting for investors

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]]> DALBAR announces 2014 investor statement champions https://www.investmentexecutive.com/news/industry-news/dalbar-announces-2014-investor-statement-champions/ Tue, 07 Oct 2014 16:40:00 +0000 https://www.investmentexecutive.com/uncategorized/dalbar-announces-2014-investor-statement-champions/ Dynamic Funds, Questrade take top spots

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]]> Standard Life reaches out with YouTube https://www.investmentexecutive.com/building-your-business/financial-planning/standard-life-reaches-out-with-youtube/ Thu, 10 Feb 2011 17:03:00 +0000 https://www.investmentexecutive.com/uncategorized/standard-life-reaches-out-with-youtube/ Videos help people understand their group retirement statements

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]]> Group retirement plan statements lack clarity, survey finds https://www.investmentexecutive.com/news/industry-news/group-retirement-plan-statements-lack-clarity-survey-finds/ Wed, 05 Jan 2011 15:55:00 +0000 https://www.investmentexecutive.com/uncategorized/group-retirement-plan-statements-lack-clarity-survey-finds/ Nearly half of group plan members do not know what their future retirement income will be

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]]> DC pension plan statements win praise https://www.investmentexecutive.com/news/industry-news/dc-pension-plan-statements-win-praise/ Wed, 15 Dec 2010 16:57:00 +0000 https://www.investmentexecutive.com/uncategorized/dc-pension-plan-statements-win-praise/ Statements feature dynamic personalized messaging and goal based reporting

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]]> Brokerage statements failing to deliver value to clients: Dalbar https://www.investmentexecutive.com/news/industry-news/brokerage-statements-failing-to-deliver-value-to-clients-dalbar/ Wed, 14 Jul 2010 17:53:00 +0000 https://www.investmentexecutive.com/uncategorized/brokerage-statements-failing-to-deliver-value-to-clients-dalbar/ Firms need to keep up with the changing expectations of clients

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]]> Client statements don’t have to be confusing https://www.investmentexecutive.com/newspaper_/building-your-business-newspaper/news-51269/ Tue, 03 Nov 2009 15:52:00 +0000 https://www.investmentexecutive.com/uncategorized/news-51269/ Customization options are available at both the dealer and the advisor levels

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]]> Converted exempt market dealers get reprieve from quarterly account statements requirements https://www.investmentexecutive.com/news/from-the-regulators/converted-exempt-market-dealers-get-reprieve-from-quarterly-account-statements-requirements/ Fri, 09 Oct 2009 15:39:00 +0000 https://www.investmentexecutive.com/uncategorized/converted-exempt-market-dealers-get-reprieve-from-quarterly-account-statements-requirements/ MFDA members in Ontario and Newfoundland given 2-year transition period

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