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Client Focused Reforms, Suitability, and Packaged Products

Client Focused Reforms, Suitability, and Packaged Products

New Suitability requirements likely to energize ETFs, PTFs and Mutual Funds The recent client-focused reforms (CFRs), amendments to National Instrument 31-103,  require advisors and firms to address material conflicts in the best interests...

Top Reasons to Offer Guided Online Investments Today

Top Reasons to Offer Guided Online Investments Today

Online investing has seen major growth in the past ten years. Growth in online investing is only expected to continue, if not accelerate, in the next decade or so. But even with past and projected growth, online investing is still missing as part of the overall offer...