The advisory observe in Canada goes by way of a serious shift. Advisors usually are not solely battling with the elevated scrutiny of regulatory necessities comparable to Consumer Targeted Reforms but additionally the rise of semi-automated recommendation choices. Additionally, the upcoming Complete Value Reporting necessities will name for extra clear reporting, thereby shining a light-weight on the precise worth of recommendation being supplied.
The worth of excellent recommendation for traders can by no means be burdened sufficient. A big growth that advisors have to deal with proper now’s the Nice Wealth Switch taking place in Canada. The nation is witnessing the most important intergenerational wealth switch, and advisors should equip themselves with the fitting instruments and analysis to empower the following technology of traders.
Learn our whitepaper to grasp these modifications higher and study how one can adapt to proceed serving your shoppers successfully.
What’s Inside
- The Nice Wealth Switch
- The place are professionals getting their monetary recommendation lately?
- The inevitability of open banking
- Instruments and analysis to assist advisors navigate change and exhibit worth
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