Keyword: Sales practices

71 results found

Inquest into industry misconduct leads to "anti-hawking" reforms

Amid concerns about consumer harm, the regulator has backed away from a plan to allow incentives

angry client meeting

Regulator's priorities for 2021–2022 include curbing compliance costs and ethical AI

OCC penalizes ex-general counsel in sales practices scandal

Negative perceptions about in-house offerings can affect firms' ratings

An alert says the sales tactic can take advantage of clients

Fund dealer paid reps 10 bps more in commissions for selling its proprietary RBC Portfolio Solutions funds

The regulator alleges the fund dealer violated the mutual fund sales practices rule by paying reps higher commissions to sell its proprietary funds

The consumer watchdog reviewed business practices across Canada’s Big Six banks

Four ways to break out of a sales slump

Sales slumps happen, says Jim Ruta, who shares four activities advisors can perform to break free

  • By: Jim Ruta
  • November 28, 2017 October 30, 2019
  • 14:15