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Archive for February 2016

February 23, 2016

CRM2: Missing the Mark

The Client Relationship Model (CRM) is coming into effect in Canada with advisors/dealers (from now on referred to as “managers”) and investors trying to digest the new retail investment industry standards. The Investment Industry Regulatory Organization of Canada’s (IIROC) previous President and CEO, Susan Wolburgh Jenah, described CRM as “a comprehensive reform package designed to