Fees and registration are the focus of two CSA campaigns this month
Framework is designed to help develop and implement education programs
IFIC's annual investor survey sheds light on how CRM2 cost reporting impacts your client
The OSC and AMF will participate in the week-long campaign
For clients, information on their investments is now just a click away. Advisors can help minimize their overreaction to market movements.
Long-term investment portfolio values and retirement goals can suffer when your clients follow market irrationality
The provincial regulators placed significant efforts through video and other campaigns to make investors aware of these growing issues
The initiative, to be known as World Investor Week, will feature regulators around the world launching investor-focused campaigns in October
Keeping clients informed helps ensure loyalty
There are various resources in place to help clients learn more about the importance of receiving good advice that’s provided by professional, licensed advisors