The wealth management industry in Canada is approaching an inflection point: CRM2 and the threat of a ban on embedded commissions, a wave of new entrants into the ETF market and new distribution models are conspiring to make the industry look very different five years from now. At the same time, consumers need help making sense of their finances more than ever and the potential to offer a truly omnichannel experience represents a tremendous opportunity for financial institutions.

Date

Nov 28, 2016
12:00 am

Location

Online Event