Guides focus on the opportunity advisors have to strengthen relationships with clients and how to deal with clients’ questions on performance and costs
In part two of a six-part series, “The impact of CRM2 on investors,” Dan Richards, CEO, Client Insights, and Susan Silma, co-founder, CRM2 Navigator, discuss research on investors’ expected reactions to CRM2 fee reporting, and give advisors tips on how to help clients understand the new reports.
In part one of a six-part series, “The impact of CRM2 on investors,” Dan Richards, CEO, Client Insights, and Susan Silma, co-founder, CRM2 Navigator, discuss what advisors should do to help clients understand their CRM2 performance reports.
Securities regulators have produced a series of videos designed to help demystify certain aspects of the CRM2 reforms for clients
Susan Silma, co-founder, CRM2 Navigator, recommends three things that advisors do before the new CRM2 statements go out to clients in 2017. She spoke at the CRM2 Breakfast Seminar, third edition at the Arcadian Court in Toronto.
Keith McLean, president and chief investment officer, Sphere ETFs, explains how fee transparency builds trust with clients and helps an advisor’s business. He spoke at the CRM2 Breakfast Seminar, third edition, at the Arcadian Court in Toronto.
Advisors who cannot show the holistic services they provide may find themselves in a negotiation battle with clients once enhanced reports are delivered in early 2017
Advisors should get a head start on understanding fee- and performance-related calculations and figure out ways to communicate them to clients, panel urges
Despite a major push to meet deadlines, there is more to do
How to help clients avoid confusion