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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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The Future of Wealth Management Marketing: Trends & Strategies
The future of wealth management marketing is shaped by five main trends: personalization through data analytics, educational content that establishes authority, SEO and local search visibility, compliance-aware digital advertising, and authentic social media engagement.
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