Warren launches new campaign focusing on investment advisor

2023-10-19 19:17:04

As a broker that aims to evolve the financial market in Brazil, eliminating conflicts of interest, the Lado Certo action celebrates the role of good investment advisors in this journey.

Available on our digital platforms, the initiative consists of a video [abaixo] that celebrates those who do right by the customer — and understand that this is a matter of principle, not choice.

In the words of Tito Gusmão, our CEO, the video carries the message regarding recognizing the courage of professionals who ‘swim once morest the tide’”.

The campaign is driven by the CVM’s new rules for investment advisors, which include the end of the exclusivity regime and transparency regarding remuneration, among other changes.

For Tito, the changes reflect the maturity of the market, led in particular by investment advisors who have always acted in a transparent manner.

“The commission model opens the door to delivering the wrong thing. And more and more advisors who do the right thing, but still use the wrong model, are migrating or thinking regarding working in houses where the model is 100% transparent”, declares Tito.

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