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BLOGS & INSIGHTS
LATEST FROM THE BLOG
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 to understand." Susan Silma, Practice Leader, Client & Industry Strategy at PureFacts Financial Solutions Susan Silma was one of Read MoreHelp 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 MoreThe future of DSC fees is now unclear
In our industry, there are always surprises. Although we were all expecting last week’s Canadian Securities Administrators’ proposals to ban DSC fees and trailing...
Read MoreMobile Advisor Office – how firms can maximize client and advisor engagement
Advisors need instant, mobile access to information about their business, as well as their clients. Firms that offer the best mobile solution...
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