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Financial Advisors

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Are you getting value from your financial advisor?

Investors will soon learn how much they're paying for advice. But value can't always be summed up in a...

Are you getting value from your financial advisor?
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Financial Planning

3 things to ask your financial advisor

Stay engaged to maximize your relationship with your advisor

3 things to ask your financial advisor
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Financial Planning

What kind of financial advice do you actually need?

Paying full-service costs and only getting investment advice? That's a problem

What kind of financial advice do you actually need?
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Financial Planning

How your own bad investing behaviour costs you

Second-guessing investment strategies can affect your returns

How your own bad investing behaviour costs you

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Financial Planning

Just how are you paying your financial advisor?

Most people confuse “fee-only” as “fee-for-service” but they're not the same

Just how are you paying your financial advisor?
financial advice

Financial Planning

Measuring the value of financial advice

The key is understanding how and what you're paying for—and what you get in exchange

Measuring the value of financial advice

Financial Planning

Robo-advisors must adhere to conduct rules: CSA

Even computers need to follow investment regulations

Robo-advisors must adhere to conduct rules: CSA

Financial Planning

Shopping for investment advice difficult: Regulator

Mystery shopper report finds fees rarely disclosed upfront

Shopping for investment advice difficult: Regulator

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Investing

Advisors slow to explain fees despite CRM2 regulations

75% of investors don't understand what fees they pay

Advisors slow to explain fees despite CRM2 regulations

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