CSA proposal to come could reshape oversight of investment, mutual fund dealers princegeorgecitizen.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from princegeorgecitizen.com Daily Mail and Mail on Sunday newspapers.
CSA proposal to come could reshape oversight of investment, mutual fund dealers kitchenertoday.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from kitchenertoday.com Daily Mail and Mail on Sunday newspapers.
As social distancing continues, you may find that texting clients can be useful for maintaining relationships and increasing the speed of communication.
“Many of my clients view me as their personal CFO. A large part of that is being accessible to my clients quickly and at all times,” said Joss Biggins, an investment advisor with EthicInvest, a unit of Leede Jones Gable Inc. in Vancouver. “Texting allows me to do that with an added level of comfort from the client’s perspective.”
Biggins uses text messaging for casual and administrative communications that don’t require archiving or supervisory oversight. If something needs to be archived or documented, he requests an email or phone call from his clients.
Canadian Securities Regulators On Track To Publish Recommendations On Self-Regulatory Organization Framework mondovisione.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from mondovisione.com Daily Mail and Mail on Sunday newspapers.
SROs to hear their fate this summer: CSA | Investment Executive investmentexecutive.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from investmentexecutive.com Daily Mail and Mail on Sunday newspapers.