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加拿大投资报告
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数据简介
本报告的目的是为了更好地了解财富管理行业是如何为投资者服务的,以及监管如何确保资本市场的健康和保护投资者。
详情描述
加拿大投资报告 The wealth management industry in Canada is undergoing a period of important transformation. Inter-genera tional wealth transfers, changing investor demogra phics, arrival of new players and the availability of new dig ital tools and f nancial technologies are fundamentally changing the attitudes of Canadian investors towards wealth and investing, how they consume advice and services, and how they prefer to interact with wealth manag ement service providers. Given these changes, rms are exploring new business m odels to meet client expectations and rede ning the scope of advice and services they provide. As Canada's wealth management industry evolves, IIROC also needs to continue to evolve. We (IIROC) are in the midst of a multi-part strategy to accommodate new business models and help facilitate access to appropriate and relevant wealth m anagement advice and services, while continuing to full our investor protection m andate. 【更多详情,请下载:加拿大投资报告】
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