The Investment Funds Institute of Canada (IFIC) has added a new advisor portal on its website to provide advisors with information on current topics that impact their practices and provide plain language tools to improve clients’ understanding of their investments.
Paul C. Bourque, IFIC’s president and CEO, said “Today's financial advisor works in a rapidly changing environment marked by changing client needs, ongoing regulatory developments, and innovations in technology. Our new Advisor Centre provides insights and tools to help advisors keep on top of these changes so they can better help their clients understand their investments and make informed decisions.”
The advisor portal offers information on topics, such as CRM tools and tips, mutual fund fees, serving vulnerable investors, hot regulatory topics and the value of advice. It also provides easy access to other information produced by IFIC, including bulletins, infographics, presentations, issues summaries, etc.