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Advisors lauded firms that are proactive in informing them about changes in regulations and in training

  • August 24, 2017 October 17, 2019
  • 00:01

Most advisors voiced their displeasure with their firm's CMS, but advisors with Sun Life and IDC WIN were very satisfied

  • July 27, 2017 October 17, 2019
  • 23:50

There's an approach to advisor autonomy at firms, which allows advisors to make product choices for clients without any interference

  • July 27, 2017 October 17, 2019
  • 23:50

Advisors praised their banks' websites and mobile apps for being easy to use and providing clients with access to accounts

  • June 22, 2017 October 17, 2019
  • 23:50

Many advisors bemoan their firms not standing up to the regulators or offering enough support to deal with regulatory changes, and firms struggle to be in compliance

  • May 31, 2017 October 17, 2019
  • 23:50

There is growing sentiment that financial advice is increasingly available only to high net-worth investors

  • April 28, 2017 October 17, 2019
  • 00:02

What to say when your client asks: Why should I work with you and not a robo?

  • April 3, 2017 October 15, 2019
  • 09:20

Being open with auditors will help them go the extra mile and be as flexible as they can on certain mandates

  • March 29, 2017 October 17, 2019
  • 23:45