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Financial Advisors

investing

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
financial advisor

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

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Financial Planning

Shopping for investment advice difficult: Regulator

Mystery shopper report finds fees rarely disclosed upfront

Shopping for investment advice difficult: Regulator
advocis

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
NHL players

News

Advisor convicted of defrauding NHL players

Persuaded victims to invest in a phoney Hawaiian real estate

Advisor convicted of defrauding NHL players

ETFs

‘I’m so much more than a robo-advisor’

New robo-advisors like Invisor.ca assess more than just risk-tolerance—they assess your goals before customizing a portfolio

‘I’m so much more than a robo-advisor’

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Columns

Is your advisor retirement ready?

Most are focused on the years leading up to retirement, rather than retirement itself

Is your advisor retirement ready?

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