Wealth Professional forum is the place for positive industry interaction and welcomes your professional and informed opinion.

Notify me of new replies via email
Wealth Professional | 18 Mar 2015, 10:11 AM Agree 0
An unintended consequence of CRM2 could see advisors move their wealth management clients from mutual funds into segregated funds eliminating the need for MFDA, IIROC and OSC accountability.
  • Tony De Thomasis | 18 Mar 2015, 12:27 PM Agree 0
    this is an excellent article for all
    lets equate this to other top professionals like medical, legal, etc
    they all report to one body
    anything to do with money should all be under one umbrella
    it will lower fees for the adviser as well as the consumer plus add clarity, which I assume is the real point of all this
Post a reply