Why it's smart to invest in fintech, and why most firms are taking it slow
Proposal aims for disclosure of full MERs
The final deadline to register for the CFP exam and the FPSC level one exam is coming up.
Advocacy group also supports best interest standard and regulated titles.
Three advisors answer
After all, research reveals investors want hybrid services
RBC advisors have a new tool to serve clients online, effectively blurring the line between human advisor and robo-advisor. Read: Do human advisor fees offer more value than robo-advisor fees? The bank is using live video to connect clients with advisors in real time, using an online advice platform called MyAdvisor. The platform allows both […]
Some of the country’s biggest banks have clarified what they require for employees who use the word “advisor” in their titles.
Jane Alm senior investment advisor, National Bank Financial in Edmonton We carefully explain fees—for management expense ratios (MERs), advice and transactions—in both percentages and dollar amounts. If a client is on a transactional account, we explain costs before the transaction occurs, because that sometimes changes the client’s buy strategy. When clients see dollar amounts, they […]
Consider these approaches to maintaining excellent client relations