- How to Combat the Lure of 'Free' Financial Advice Even today, some bars engage in the free lunch promotion; of course, you may have to purchase a few full price drinks to qualify. So, two drinks and a cheeseburger for a quick lunch. Maybe that's a good deal, but it definitely has a cost. Leia mais view more
- How to Distinguish Advisors From Salespeople "They allow brokers to offer advice without a fiduciary duty that places clients' interests first, and they allow brokers to offer advice without adequate disclosure of conflicts of interest." Leia mais view more
- How the DOL's Fiduciary Rule will impact your Retirment Accounts Article explaining the importance and impact of the new rule for the Role of the Financial Advisor, with the expanded definition of advice leaving very little room for brokers to operate under a "suitability" standard as they once did. Leia mais view more
- 6 Questions to Ask a Financial Advisor 1. Are You a Fiduciary? 2. What is Your Fee Structure? 3. Why Are They Right for You? 4. What is Your Investment Philosophy? Leia mais view more
- BMO financial planner's 'erroneous' advice loses Ontario couple almost $50,000 Bank reimburses couple after Go Public investigation, and experts call for higher standards. A retired couple says trusting the advice of a Bank of Montreal financial planner cost them almost $50,000. Leia mais view more
- Conflicted advice from advisers… and a chief executive Despite the rhetoric from the industry it's an open secret that the retail financial advisory sector globally is not delivering on its promises to put clients' interests first. Indeed to anyone with half a brain and a knowledge of how things work in the practice this is a truly ridiculous assertion. Leia mais view more