Client Relationship Management Technology News Today : Breaking News, Live Updates & Top Stories | Vimarsana

Mark Kent, president and CEO of Portfolio Strategies Corp. in Calgary, says the firm will only need to make minor changes as a result of the client-focused reforms, mostly around advisor training and updating documentation. Photo by Todd Korol/Globe & Mail Todd Korol/The Globe and Mail This article is the third in an ongoing series on the client-focused reforms, which will place investors’ interests first in their dealings with financial advisors and dealer firms and have a consequential impact on advisors and the investment industry. The pandemic-driven shift to remote work has been both a...