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Keyword: Client relationship model

237 results found
advisor client meeting

Self-regulatory organization aims to harmonize with CSA's revised requirements

rules and regulations

Paper argues for more systematic cost/benefit, post-implementation analysis

Review process

Good work all around, but more needs to be done

Magnifying glass

Proposal would require seg fund disclosure of embedded costs

chart showing downward movement

CSA research details the evolution of fund costs in the face of transparency reforms

Groundbreaking securities lawyer, Glorianne Stromberg, dies

Industry braces for technical challenges as new disclosures take effect

TCR is coming for investment and seg funds

  • By: Susan Silma
  • September 14, 2022 September 14, 2022
  • 15:57
client meeting

Industry groups and investor advocates are divided on timelines and scope

Consultation on improving, harmonizing fund disclosure remains open until July 27