7 Technology Solutions to Support Your Client Focused Reforms and Client Best Interest Strategy

Client Best Interest eBook - Cover Page

 

Client Best Interest eBook

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.