CRM

Industry

OSC’s Investor Advisory Panel to focus on crypto, CRM3 in year ahead

The IAP is also pushing for reforms to the dispute resolution process

By Mark Burgess |May 30, 2023

1 min read

Industry

CSA, CCIR double down on total cost reporting pledge

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

By James Langton |June 20, 2022

2 min read

Advisor's Edge

Total cost reporting is coming

Five years into CRM2, the cracks are showing

By Mark Burgess |March 14, 2022

7 min read

Industry

New SRO, total cost reporting on tap for 2022, Morisset says

The CSA chair provided details Wednesday about the new SRO and why he's "all in" on CRM3

By James Langton |September 29, 2021

2 min read

Industry

Investment fund charges should be included in fee summaries: report

A report for the MFDA uses behavioural insights to recommend expanded cost reporting

By Mark Burgess |July 26, 2021

3 min read

Industry

IIROC fines TD Waterhouse $4 million for CRM2 failure

IIROC staff argued the non-compliance was "a wilful business decision"

By James Langton |March 23, 2020

2 min read

Industry

Report finds investors still confused by CRM2 disclosures

Most investors don't understand the concept of embedded compensation, such as trailer fees

By James Langton |August 19, 2019

3 min read

Industry

How to improve CRM2 statements

A new report from IFIC and BEworks offers insights for advisors and dealers

By Staff |March 6, 2019

4 min read

Industry

Millennials understand fees better under CRM2: BCSC

They're also more likely to switch advisors than other generations

By Staff |October 4, 2018

2 min read

Industry

MFDA finds lack of clarity on trailing commissions

CRM2 reporting by firms is good, but it could be better. That’s the finding from the MFDA, which published a bulletin and report on Tuesday outlining the results of its examinations and CRM2 sweep last year. “Overall, we have found that members have made reasonable attempts to comply with the new CRM2 requirements,” says the […]

By Staff |January 31, 2018

2 min read

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