Michelle Schriver, Advisor’s Edge November 17, 2021 – Banks restricting product shelves at the branch …
Written on November 17, 2021 at 2:11 pm, by Lucas Di Rocco
Comments Off on Banks’ product shelf restrictions face scrutiny at Advocis event
Categories: Advocis News, In the News
Tags: Advisor's Edge, Advocis, Advocis Symposium, Banks, client-focused reforms (CFRs), Financial Advisor, Financial Planner, Financial Planning, Grant Vingoe, Investment Executive, Ken Kivenko, know your product (KYP), Ontario Securities Commission, Regulatory Affairs Symposium, Symposium, Symposium 2021, Third Party Products
This website stores cookies on your computer. These cookies are used to collect information about how you interact with our website and allow us to remember you. We use this information in order to improve and customize your browsing experience and for analytics and metrics about our visitors both on this website and other media. To find out more about the cookies we use, see our Privacy Policy.
If you decline, your information won't be tracked when you visit this website. A single cookie will be used in your browser to remember your preference not to be tracked.
