There is no need to be the cheapest advisor on the street
A new CIBC survey suggests that although clients believe they would benefit from financial advice, they're reluctant to seek it
More than half of Canadian don’t understand how their portfolios will react in certain markets
One in two Canadians feel personal finances are more complicated now than they were 20 years ago, survey finds
A new study suggests clients benefit from their advisors' bias toward equities, but those gains may be offset by fees
People with financial advisors save more, which improves retirement readiness and increases Canada’s economic potential
Facts about fees and an investor’s perspective
Basic financial advice will become a commodity whereas holistic comprehensive advice will create client value and drive financial advisors to become financial planners
Advisors are under pressure from regulators and clients to be transparent about fees, while sector trends are driving margins downward. It's up to you to show your clients the tangible benefits they get for the fees they pay
Edward Jones ranks highest among full service firms for a second straight year