Ronald Janssen

How are top financial firms in Canada adapting to new suitability regulations? A new independent study reveals key insights.

Achieve financial well-being through goals-based planning. Learn how tailored financial advice and setting realistic goals can transform one’s financial future

Under regulations including Consumer Duty and MiFID II, suitability -or appropriateness of advice- is a focus area. Opportunity or threat for financial services?

Join us for this journey into the evolution of a client-centric advisory model which identifies and monitors financial goals.

Increase client engagement and further improve the value and quality of advice by adopting a goal-based approach. As financial advice shifts more and more to a client-centric approach, bank and wealth managers must ensure the product they are selling matches the goals of their clients. Learn more on how to become THE wealth coach for your clients in our blog.

While institutional investors are already incorporating the risks and opportunities of ClimateChange into their policies, this is still barely the case for retail investors and their advisors. How may the potential consequences of Climate Change affect the perspective on expected rate of return? And how does this perspective impact decision-making for retail investors? With this series of blogs, we would like to give you a little sneak peek into our own innovation roadmap. In the next few months, we will publish several blogs and discuss our developments on some important components of the advice process. Read the third article of the blog series here.