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BLOGS & INSIGHTS
LATEST FROM THE BLOG
Key takeaways from our PureFacts Client ForumWe recently hosted our PureFacts Client Forum. This annual event is a terrific opportunity to bring all our clients together to celebrate our mutual accomplishments and discover new ideas and solutions. It’s also a chance for us to get feedback directly Read More
Do the right thing for your clients
Advisors should use the proposed client-focused reforms as an opportunity to strengthen relationships with clients. The Canadian Securities Administrators’ (CSA) client-focused reforms...Read More
Client-focused reforms may end up confusing clients
"The regulators are creating an incredibly complicated environment, and I'm not sure the proposals would help investors understand the things they need...Read More
Help your clients make better decisions
Behavioural economics provides a framework for advisors to help direct clients to make decisions consistent with their long-term goals. Using behavioural economics...Read More
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