IIAC & Industry Events Specific to SAID

IIAC Small and Independent Dealers’ Symposium

Managing the Present with an Eye to the Future

The financial industry is experiencing unprecedented change on several fronts, including technology, demographics, market structure and regulation. In order to survive and thrive, Small and Independent Dealers must anticipate and adapt to the new market environment. 

Participants at the 2016 IIAC Small and Independent Dealers’ Symposium heard from industry experts about a variety of topics including the advantages smaller firms enjoy over less nimble competitors, particularly their ability to quickly adopt innovative technology to improve efficiencies as well as the client experience to gain a competitive edge. Presentation materials will be made available to IIAC members shortly.

The IIAC would like to thank Fidelity Clearing Canada ULC, PortfolioAid, Broadridge, BDO Canada, Investor Com, Quote Media and Raymond James Correspondent Services for their support in making the event a success.

For more information, please contact Susan Copland.