As a step toward client best interest, the Canadian Securities Administrators will adopt client focused reforms by the end of 2021.
While client best interest as a regulatory standard may or may not happen, one thing's for sure: it's already trending as a better way to compete and should be something that wealth management firms strive for as a best practice.
Find out how a client best interest strategy—enabled by the technology that supports it—can give you a competitive advantage.
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