Client account access tops list of “must haves”
Consumers get easier access to information
Canadian sites offer more services to advisors, research firm says
Moves to CSA Web site
Improved tools and services for insurance reps
Software allows advisors to expand skill set
Mackenzie offers best site for advisors
DFS, Desjardins.com named top two consumer sites in Quebec
Advisors asked to vote on life insurance product ideas
Popular tool demonstrates impact of fund fees