Susan Silma from CRM2 Navigator tells WP what advisors need to do as clients open up their new reports
Investors are set to receive reports detailing exactly how much they’re paying for investment advice and services. Will yours get a shock?
J.D. Power’s annual consumer satisfaction has given the top ranking to a new bank for the first time in 11 years
TSX closes flat again, oil heads towards $41... RBC ranks highest for customer satisfaction... Oil firms consider boost to investments... Wages stalled in May but traders fared better...
TSX, Wall Street close flat as Fed holds interest rates... Banks agree to hand over data on offshore tax accounts... Tangerine targets the big six...
New mutual fund disclosure rules will shed light on discount broker trailer fees – and investors may be surprised
TSX manages to end the week higher... Canadian inflation up 1.7 per cent... Retail prices eased in March... Canadians are planning ‘staycations’ as loonie lags...
Trader claims he was victim of discrimination and suffered after whistle-blowing
An advisor is scheduled to appear before a Hearing Panel for doing what many in the industry concede is a secretly common breach.
Interesting bits from the week that was.