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 2), “CRM2”, put into force by all provincial and federal regulators in Canada.
Although the CRM will take effect in many steps, the largest effect comes on July 15th, 2016.
Learn more in this video!
