Client engagement

CFRs lead to more KYP scrutiny Fallback Image Decorative pattern

Industry

CFRs lead to more KYP scrutiny

Significant product changes offer opportunities to engage clients, get to know them better and address suitability

By Michelle Schriver |September 19, 2022

4 min read

Vacation tips for advisors Fallback Image Decorative pattern

Planning and Advice

Vacation tips for advisors

To ease client worries, advisors may need to be responsive in case of emergencies

By Daniel Calabretta |August 8, 2022

3 min read

Advice for novice advisors in tough times Advice for novice advisors in tough times

Planning and Advice

Advice for novice advisors in tough times

How these experienced advisors handled unfavourable economic conditions

By Greg Meckbach |June 30, 2022

3 min read

CSA lays out priorities under incoming chair Fallback Image Decorative pattern

Industry

CSA lays out priorities under incoming chair

Three-year plan focuses on CFR enforcement, dispute resolution and crypto

By James Langton |June 27, 2022

2 min read