Keyword: Client-focused reforms

108 results found

The province’s new government has come out against regulators’ proposals to ban DSCs on mutual funds, which were released for public comment Thursday

Many independent firms may restructure or retool their wealth-management operations to mitigate the negative impacts of the client-focused reforms

  • By: Ian Russell
  • August 16, 2018 November 10, 2019
  • 06:00

CSA anticipates its proposals will add costs for the industry

There are key steps advisors can take now to be ahead of the game and deliver better outcomes for clients

Lower revenue and higher compliance costs may force smaller firms out of business and impact advisor compensation

In its annual statement of priorities, regulator reinforces its commitment to CSA’s proposed reforms and bolstering banking ombudsman

Industry groups and investor advocates agreed on some of the proposed rules, but opinions were divided on the decision to allow embedded commissions to remain in place

But regulators are banning DSCs and enhancing regulatory requirements for registrants to avoid situations that place them in a conflict of interest