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The MFDA has no business regulating financial planners

There needs to be a national organization that governs financial planning with ethics and educational standards

Insurance ombudsman doesn’t seek greater enforcement powers

OLHI finds that non-binding recommendations are effective

Advisors and trailer fees

Serving investors is a great responsibility

  • October 27, 2015 April 27, 2019
  • 13:40

Trailer fees

Advisors respond to CSA study

  • October 22, 2015 April 27, 2019
  • 15:15

Best interests duty needed for seniors

Seniors are disproportionately exploited by advisors