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Wealth Professional | 28 Jul 2015, 08:50 AM Agree 0
Aging clients are increasingly turning to other financial professionals to scrutinize the decisions of their investment advisors and guard against churning.
  • Barb Amsden | 28 Jul 2015, 11:33 AM Agree 0
    It's wise to work with a client's accountant if he or she has one. There have been a number of cases where an accountant or a lawyer is actually acting as a financial advisor without an IIROC or MFDA designation and client losses have resulted. Intended to help clients, the situation can get worse for the client as the party seeks to hide losses hoping to make back the money lost.
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