Monthly Archives: December 2016

IIAC Develops CRM2 Webinar for Member Firms (IIAC Blog)

IIAC Develops CRM2 Webinar for Member Firms (IIAC Blog)

As some clients are set to receive their first CRM2 fee and performance reports from IIAC member firms in January 2017, the IIAC has developed a webinar for advisors titled “Meet the Challenge. Capture the Opportunity”. This webinar provides practical tips to assist advisors in explaining the details and complexities of CRM2 to their clients. A vigorous response to client queries will allay concerns and boost confidence.

This webinar features a CRM2 expert and includes topics such as: helping clients understand their new reports; anticipating and addressing client questions on fees and performance; and tips on … Continue reading

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Have We Reached the High Water Mark for Global Regulatory Reform? (IIAC Blog)

Have We Reached the High Water Mark for Global Regulatory Reform? (IIAC Blog)

The aftermath of the 2007-2008 global financial crisis was an intensive period of financial regulatory reform across the developed world. The urgency and extent of reform, particularly in the early years, laid the ground for excessive and unintended consequences.

There is a growing consensus that the pendulum has swung too far. Regulators in many jurisdictions are taking stock of the impact of reform on markets and on the economy.

We expect that an ongoing review of the reform impact and rising compliance costs for the financial sector will slow the rulemaking process, roll back certain rules, … Continue reading

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