The advisory follow in Canada goes by way of a significant shift. Advisors aren’t solely battling with the elevated scrutiny of regulatory necessities reminiscent of Consumer Targeted Reforms but in addition the rise of semi-automated recommendation choices. Additionally, the approaching Whole Price Reporting necessities will name for extra clear reporting, thereby shining a lightweight on the precise worth of recommendation being offered.
The worth of fine recommendation for buyers can by no means be burdened sufficient. A big growth that advisors must deal with proper now could be the Nice Wealth Switch taking place in Canada. The nation is witnessing the biggest intergenerational wealth switch, and advisors should equip themselves with the precise instruments and analysis to empower the subsequent technology of buyers.
Learn our whitepaper to know these adjustments higher and be taught 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 today?
- The inevitability of open banking
- Instruments and analysis to assist advisors navigate change and reveal worth
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