IFIC advisor portal offers industry insights, client tools

The Investment Funds Institute of Canada has launched an advisor portal that offers insights on current topics, such as CRM2 and Fund Facts.

The portal also offers plain-language tools that will help improve clients’ understanding of their investments, says IFIC. Plus, you’ll also find links to current research and IFIC submissions, and information on global trends.

For more on industry trends and compliance, read:

OSC launches CRM2 website for investors and MFDA releases CRM2 client guide

MFDA combating falsification of client documents

5 tips for competing as a small, independent dealer

Simple checklists not enough to assess advisor value

Talk versus action on embedded commissions ban

Worried about conflicts of interest? IIROC and MFDA are watching

Staff

The staff of Advisor.ca have been covering news for financial advisors since 1998.