CRM

IFIC helps push next phase of CRM2

The IFIC has released two model reports to help the funds industry deliver on the next phase of CRM2.

By Staff |April 14, 2015

1 min read

Use CRM2 to prove your value

As CRM2 deadline pressures mount, it’s important to remember the new rules are a client-focused initiative. Routines at the heart of client-advisor relationships, such as personal planning reviews, will change for the better. And clients will be asking new types of questions, especially about account costs and performance. Planning ahead will allow you to strengthen your value proposition.

By Paul Strijckers |April 13, 2015

5 min read

What you can learn from U.S. advisors

They survived greater disclosure requirements—so you can, too

April 10, 2015

5 min read

How CRM 2 affects clients’ tax filing

Last December we reported on tax filing concerns triggered by CRM 2 requirements for 2015. Next year’s requirements also raise tax-related issues, so the Investment Industry Association of Canada (IIAC) has prepared a plain-language tip sheet for advisors.

By Staff |April 6, 2015

1 min read