BCSC compliance reviews find CRM2 failings alongside registration and marketing gaffes
Some advisors take on too many clients outside their core market, warns Cerulli Associates
The regulator's reviews uncovered deficiencies at most firms examined
More than half of advisors with defined marketing plans gained new clients via social media over the past 12 months, a survey says
Marketing tactics by crypto firms are raising concerns with CSA and IIROC
The bank is also working on completing its new global headquarters in Toronto
Several firms revamped their business development programs, but advisors still have gripes
The ESG investing space has become increasingly susceptible to marketing hype
How to create a great e-newsletter for your clients
Now may be the time to reconsider your approach to marketing and client relationships