Author Archive
Management Expense Ratio: True Disclosure from CRM Phase 2
On July 15th, 2016, CRM Phase 2 will come into effect. Investment advisors and firms will be required to disclose annual reports of charges, compensation and performance. This is a positive change for investors, who are too often left in the dark by...
Canada Is Not Alone in Demanding Investing Transparency: Comparable CRM Global Regulations
On July 15th, 2016, CRM Phase 2 will come into effect. Investment advisors and firms will be required to disclose annual reports of charges, compensation and performance. This is a positive change for investors, who are too often left in the dark by...
![What Is the Impact of CRM Phase 2? [Video]](https://www.highviewfin.com/wp-content/uploads/2015/07/What-Is-the-Impact-of-CRM-Phase-2-231x154.png "What Is the Impact of CRM Phase 2? [Video]")
What Is the Impact of CRM Phase 2? [Video]
What Is CRM Phase 2? On July 15th, 2016, investment advisors and firms will be required to disclose an annual report of charges, compensation and performance reports. A client with a portfolio of $1,000,000 will compensate the advisory parties...
![The History and Background of CRM Phase 2 [Video]](https://www.highviewfin.com/wp-content/uploads/2015/06/CRM2-231x154.jpg "The History and Background of CRM Phase 2 [Video]")
The History and Background of CRM Phase 2 [Video]
On July 15th, 2016 the Canadian financial advisory community will undergo a drastic change – a change that will shape its revenue model forever. This transformation will be a result of the implementation of the Client Relationship Model (Phase...
"The End of Fear"
The headline on the front page of the Globe and Mail today reads “Get Back in the Market…Now!” The lead article in the Report on Business is entitled “The End of Fear”. Wow! Isn’t it so often the way? The Dow closed yesterday through...
Bradley emphasizes the importance of manager selection
At HighView, we’re big fans of Tom Bradley. An industry veteran, Tom’s current focus is his no load fund company Steadyhand Mutual Funds http://www.steadyhand.com/ . Through Steadyhand, Tom is packaging his years of experience and...
