CRM

Are clients too focused on returns?

Clients increasingly say their advisors improve their return on investment (ROI), reveals a Pollara report commissioned by IFIC. Read: Can you deliver investors’ return expectations? The proportion of clients who strongly agree with this statement increased to 47% in 2017 from 39% last year. Read: How to increase returns by 1.5% The question is, do […]

By Staff | November 22, 2017

2 min read

Industry

How to avoid losing a client’s trust

Clear communication is required on a certain issue

By Staff | October 2, 2017

2 min read

Industry

Confusion about fees persists despite CRM2

You won't believe who investors think pay their fees

By Staff | July 12, 2017

2 min read

Industry

DSC alternative has limited merits

Remove one conflict, create another?

By Melissa Shin | May 12, 2017

3 min read

Planning and Advice

4 steps to deeper client relationships

The role of investment outperformance as a differentiator between advisors is rapidly diminishing. Now more than ever, client relationships set the foundation for a successful and lasting practice. Industry-wide research confirms this shift. For example, a 2014 Spectrem Group-Vanguard study found that affluent investors gave more weight to communication, trustworthiness and transparency than to fees […]

By Atul Tiwari | May 9, 2017

4 min read

Industry

No trailers for advice unless you provide advice, says IFIC

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

By Staff | May 8, 2017

2 min read

Industry

What CRM2 reports and Fund Facts don’t tell you

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

2 min read

Industry

OSC launches CRM2 website for investors

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

1 min read

Industry

Investors to feel ’empowered’ by CRM2, survey indicates

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

1 min read

Planning and Advice

Here’s what you pay: Explain services and fees to clients

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

2 min read

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