The Federation of Mutual Fund Dealers Conference was a Tremendous Success!
The 4th Annual Federation of Mutual Fund Dealers Conference (FMFD) was held on April 28th in downtown Toronto. One theme that really seemed to bubble to the surface was the use of technology to make the lives of dealers and advisors more efficient; from digital account opening programs to an online trading platform for MFDA dealers to trade ETFs. The Keynote speakers provided regulatory updates and best practice perspectives on CRM2, further automation at FundSERV and the adoption of investor electronic signatures. The presentation material is now available online here.