Banks’ product shelf restrictions face scrutiny at Advocis event
Michelle Schriver, Advisor’s Edge November 17, 2021 – Banks restricting product shelves at the branch …
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
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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
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