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IGM posts record profit in second quarter | 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.
IGM posts record profit in second quarter advisor.ca - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from advisor.ca Daily Mail and Mail on Sunday newspapers.
Conquest Planning raises $7.5M to accelerate growth advisor.ca - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from advisor.ca Daily Mail and Mail on Sunday newspapers.
Conquest Planning raises $7.5M to accelerate growth 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.
Michelle Schriver This article is the second in a series covering the changes taking place this year some on June 30, others on Dec. 31 as the Canadian Securities Administrators’ client-focused reforms are implemented. Read the first story on advisor compensation here. This week, firms will provide new disclosures to clients about conflicts, including how they address the conflict of offering proprietary products. The new disclosure statements due Wednesday are part of the client-focused reforms (CFRs). Dealers and advisors must identify and address material conflicts in clients’ best interests, and provide written disclosure to clients. For firms, addressing the conflict of proprietary products means implementing controls. For example, the CFRs’ companion policy suggests that firms with only proprietary products could ensure their products are competitive by conducting periodic due diligence on comparable non-proprietary products. Firms with mixed shelve ....