Tag Archives: Advisors

Getting the best service from financial advisors: lessons from the Mystery Shopping for Investment Advice report

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If you’d like to invest through a financial advisor or want to know how to get the best possible service from an advisor, consider using these tips and resources. MORE

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Investment fees: could you be paying less?

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Generally, the more services and advice an investment advisor provides a client, the more he or she needs to be compensated. And the more individual investors are willing to research and execute trades on their own, the lower the cost. MORE

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Should advisers have a legal duty to act in your best interest?

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Do you believe that your financial adviser has a legal duty to put your interests first? If you do, you’re not alone.
In 2012, an IEF study found that 70 per cent of investors believe that their financial adviser has a legal duty to put the client’s best interests ahead of their own personal interests. But in Canada, that’s not necessarily true. MORE

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3 Examples of How a Financial Professional Can Help You Regardless of Your Financial Situation

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Oh, the investment industry loves rich people. L-O-V-E-S them. Many fees in the investing world are applied as a percentage of the amount of money in a client’s account. MORE

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10 Questions to Ask Your Adviser

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With no further ado, here are ten questions to help you see if an investment advisor cares about your money as much as you do. Please note that these are add-ons to basic questions like “how do you get paid?” and “what are your credentials?” MORE

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