Client engagement

Clients’ questions about CIRO data breach fall to advisors, dealers Clients’ questions about CIRO data breach fall to advisors, dealers

Industry

Clients’ questions about CIRO data breach fall to advisors, dealers

“We can’t answer the questions that clients are asking,” dealer says

By Michelle Schriver |February 17, 2026

8 min read

Geopolitical shocks a top client concern: advisor survey Geopolitical shocks a top client concern: advisor survey

Research

Geopolitical shocks a top client concern: advisor survey

Market volatility, potential recession also on the list of worries

By Jonathan Got |February 17, 2026

1 min read

February is more than just for RRSPs February is more than just for RRSPs

Industry News

February is more than just for RRSPs

Aging client base, different registered accounts are changing how advisors see RRSP season

By Jonathan Got |February 10, 2026

3 min read

How should advisors speak to clients about total cost reporting? How should advisors speak to clients about total cost reporting?

Planning and Advice

How should advisors speak to clients about total cost reporting?

Clients will receive enhanced fee disclosures beginning in 2027, as part of CRM3 — advisors should explain the changes in advance

By Noushin Ziafati |December 30, 2025

6 min read