CRM2 proving to be a boon for enterprise providers
As the rush to become compliant with the new requirements of CRM2 intensifies, the software tools associated with conforming to the new regulations have advisors knocking on the doors of third-party providers
Proactive approach spurs active growth
As many firms are retooling and refocusing to meet the new requirements of CRM2, one company is taking that a step further through the redevelopment of its website and advisor planning tools.
George Aguiar of GP Wealth is on Wealth Professional Canada's Hot List of 2015.