Welcome to this inaugural issue of Worth Knowing, an online newsletter for investment advisors read full story
Turbulent market conditions are resulting in a record number of calls from investors and investment advisors alike read full story
Recent research confirms that investors are not clear about the protection provided by CIPF
and the person they’d most prefer to learn from is their investment advisor read full story
Forty-three per cent of investors would like to hear about CIPF from you – their investment advisor – but one in five advisors wait until their client asks for information before talking to them about CIPF protection read full story
Investment advisors can earn one continuing education compliance credit by taking
the CIPF’s new continuing education module read full story
CIPF and the China SIPF have entered into an MOU that addresses cross-border issues and ensures an exchange of best practices read full story