Keeping clients focused on their long-term plans can be challenging when the mainstream media are offering sensationalist economic news and conflicting messages. Financial advisors explain how they filter out the noise and keep clients on track
Campaign's visual components attract attention
Regulators lured unsuspecting investors using online ads and social media promotions
Only a minority of clients are aware of their financial advisor’s designations and ethical requirements
BCSC investment fraud vulnerability report finds that many older Canadians don’t understand the trade-off between risk and return
New research reveals investors’ trust in their financial advisors and confusion about the terms of their advisory relationships
Poll finds that nearly half of Canadians don’t know what investment return they need to retire successfully
Guide pays particular attention to teachable moments in everyday life
The Investor Education Fund's Cranial Cash Clash game tells Canadians how much they know — and don’t know — about money
Regulator seeks input on investor disclosure issues