Significant product changes offer opportunities to engage clients, get to know them better and address suitability
Support a maturing demographic by adapting to changing needs
An RIA panel discussed the challenges and opportunities of integrating ESG considerations into know-your-client procedures
Recommendations aim to address poor practices in investment product disclosure
Early focus will be on helping advisors understand products and collect client information
OSC head expressed concern about banks' response to the client-focused reforms
Tech helps preserve product choice
The satisfaction of insurance advisors hinges largely on respect for their independence
CWB and Meridian will continue to offer outside products
The advocacy group calls for action to preserve competition and protect investors