Insights
Insights, for finance.
Insights from the work itself. Marketing strategy, compliance, and execution for financial services firms.
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Wealth & Asset Management
Finfluencer Marketing in Canada: What CIRO’s 2026 Guidance Means for Fund Companies and Dealers
CIRO's 2026 guidance reshapes how Canadian investment dealers can work with social media influencers. The new rules require disclosure, supervision, and approval workflows that most firms haven't built yet.
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Wealth & Asset Management
Compliance Marketing Tips for Wealth Managers: 10 Steps to Stay Compliant
Compliance is part of the brief, not a constraint imposed afterward. Ten practical moves that keep wealth-management marketing both regulator-ready and effective.
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