Home CRM Page 2

Keyword: CRM

72 results found

Series A funds shouldn't be provided through discount brokers, for example

  • By: Staff
  • May 8, 2017 August 21, 2018
  • 13:48

You’ve likely focused most on what new compensation reports are going to tell clients. But also know what those reports are missing.

  • By: Staff
  • February 10, 2017 August 21, 2018
  • 15:21

The Ontario Securities Commission (OSC) has launched a new website that helps investors navigate the new annual reports introduced as part of CRM2. Read: More CRM2 myths busted Detailed explanations are provided of both the report on investment performance and the report on charges and other compensation. Investors’ unique rate of return is explained, as […]

  • By: Staff
  • February 2, 2017 August 21, 2018
  • 10:48

Almost half of Canadian investors surveyed don’t know what they pay in fees, and many of them may seek lower fees after they learn more about what they’re paying for their investments, a survey by Tangerine Investments indicates. Tangerine says CRM2 regulations for fees disclosure will help change investor awareness about fees. Read: Get ready […]

  • By: Staff
  • January 11, 2017 August 21, 2018
  • 15:45

Which makes you sweat more: the birds-and-bees talk with a world-weary teen or the services-and-fees talk with your blindsided client?

  • By: Staff
  • November 25, 2016 August 21, 2018
  • 06:00

Having the performance talk at your next client meeting? Ace it.

  • By: Staff
  • November 24, 2016 August 21, 2018
  • 11:10

The Investment Funds Institute of Canada (IFIC) has released a three-part series aimed at helping advisors ensure clients get the most from the new reports they will soon receive under CRM2. The first part, An opportunity to strengthen your relationships with clients, provides guiding principles to help frame advisors’ conversations with clients: 1. Put yourself […]

  • By: Staff
  • November 21, 2016 August 21, 2018
  • 15:10

Almost all Canadian financial advisors (98%) see a shift toward a fee-based rather than commission-based practice, according to a survey report from Vanguard Canada. In fact, among advisors who’ve made the transition, 86% said it had a positive impact on client trust, with a majority indicating it also had a positive impact on revenue growth […]

  • By: Staff
  • November 14, 2016 August 21, 2018
  • 12:54

You told us how CRM2 has affected your relationships.

  • By: Staff
  • November 4, 2016 August 21, 2018
  • 00:07

Between 2016 and 2019, CSA will measure the impact of both CRM2 requirements and Point of Sale amendments.

  • By: Staff
  • August 22, 2016 August 21, 2018
  • 14:05