The costs and benefits of game-changing disclosure rules
The organization believes that both the securities industry and investors would prefer reporting based on the calendar year
Use technology to support deeper conversations
Sending material to clients before they make a decision could help improve disclosure to retail investors, but may complicate advisors’ marketing efforts
Invesco Canada responds to a recent Inside Track column from Neil Gross, executive director of the Canadian Foundation for Advancement of Investor Rights (a.k.a. FAIR Canada)
If CRM2 is to be a game-changer for investors, it must not be diluted by the artful use of spin or information overload
The implications for advisors and investors must both be evaluated
Fee disclosure and the new "pay for performance" mentality will likely lead to abandonment of the typical 60/40 asset mix
Certain words make clients suspicious
IIROC releases FAQ document on first phase of CRM2 reforms