A survey of Canadian financial advisors indicates a possible move to fee-based service
Now that the UK is considering a return to commissions for financial advisors, will that end debate over a ban in Canada?
Change and opportunity ahead even though advisors believe their job has become more difficult
Today’s advisor needs a plan, and the client conversation shouldn’t be about what to buy, but what kind of a value proposition the advisor can provide.
Exchange Traded Fund assets and mutual funds can coexist, but when it comes to fees, there is one hands-down winner.
Long before advisors open the conversation with clients on the new CRM2 rules set to come into effect next summer, one company is prepping those same advisors on what that conversation should be