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CRM2 Update – 2017 Is the Year for Positive Change
At last, the year 2017 marks a great step forward for our country with regards to transparency and disclosure in the financial services industry. The long anticipated regulation, that will impact...
Making Sense of Your New CRM2 Performance Report
On July 15, 2016 the second phase of Client Relationship Management (CRM2) became official. CRM2 is a new set of rules requiring most “financial advisors” to provide two new annual reports to...
Some Advisors Behaving Badly with CRM2 on the Horizon
After mid-July 2016, CRM2 will require investment dealers to report personalized performance, charges and commissions annually to each client. To their credit, many dealers are now providing...
Measurement of Investment Performance for Transparency and Consistency
It may come as a surprise to many that there are different ways to calculate investment returns and that it is possible to see a negative investment return for your portfolio when the underlying...
HighView’s Measuring of Investment Performance for Transparency and Regularity
It may come as a surprise to many that there are different ways to calculate investment returns and that it is possible to see a negative investment return for your portfolio when the underlying...
Understanding the Real Costs: Important Questions to Ask your Investment Advisor
When you are choosing an investment counsellor to manage your ongoing investments, it can be challenging to get a full picture of the costs involved. Of course, there is a fee associated with any...
HighView’s Measurement of Investment Performance for Transparency and Consistency
It may come as a surprise to many that there are different ways to calculate investment returns and that it is possible to see a negative investment return for your portfolio when the underlying...
Building Sustainable Family Wealth For Future Generations
You’ve worked hard to get where you are. You’ve built your wealth over time and now you want to ensure it will last for future generations. You already know how difficult creating wealth is, but...
Submission to Mutual Fund Dealers Association of Canada | A Discussion on Expanded Cost Reporting
People investing in investment funds of all kinds should be receiving total cost transparency. While CRM2 was a good first step; meaningful investor-friendly total cost disclosure is long overdue....
HighView Family Story: Retirement Plans Uncover Unclear Fee Disclosure by Investment Advisor
This family story is the second of a series in which we discuss some of the common investment challenges families face and what ultimately led them to HighView. Here, we explore the topic of fee...
