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Wealth Professional | 16 Nov 2016, 08:15 AM Agree 0
Steadyhand’s Tom Bradley says a recent sanction of a major bank highlights the benefits of CRM2
  • WealthAdvisor | 16 Nov 2016, 09:09 AM Agree 0
    I do not see any relationship here with CRM2 and if Mr. Bradley is referring obliquely to the Investor Cost report, that report in my opinion is less than useless. Unlike Mr. Bradley's own reporting for his funds, CRM2 does not allow percentages along with dollar costs. As a result, this report is not going to make investors more engaged; certainly not more informed as it does not present any meaningful information. Dollars? In relation to what?

    In many aspects CRM2 is badly flawed and regulators need to do a much better job. Number 1. Has any regulator asked for any input from advisors?
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