Seven ways the client-focused reforms will change wealth management

Donna Bristow

Chief Product Officer, Wealth
Broadridge Financial Solutions, Inc.

Consider the forces affecting the way Canadians manage their financial lives and plan for retirement and there’s a common theme apparent. The broad push toward lower fees, greater digitization, holistic planning and democratization of financial tools is putting more control into the hands of everyday investors and changing the role of financial advisors permanently. The next major step in the shift toward greater client centricity....read more on the Globe and Mail.