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。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】 镝数聚dydata,pdf报告,小数据,可视数据,表格数据
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    * 本报告来自网络,如有侵权请联系删除

    加拿大投资报告

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    价格免费
    年份2019
    来源IIROC
    数据类型数据报告
    关键字女性, 金融服务, 千禧一代
    店铺镝数进入店铺
    发布时间2019-08-05
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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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    *本报告来自网络,如有侵权请联系删除
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