44% of respondents felt negative about their investments, up from 32% in 2024
Clients will receive enhanced fee disclosures beginning in 2027, as part of CRM3 — advisors should explain the changes in advance
Total cost reporting will increase fee transparency, put more onus on advisors to demonstrate their value to clients
Regulator details plans for "targeted support" framework to launch in 2026
Effort to gain insight on dealers' clients will seek data from year-end 2026
Regulator proposes knowledge standards under new crypto regime
Regulator proposes new "targeted support" model for collective advice
Survey suggests financial advisors emphasize value, build trust, communicate regularly
Behavioural coaching adds the most value, Russell Investments finds
CIRO survey finds investors relying on social media, ranking it as worthy as traditional advice