Home Value of advice

Although there's a high level of trust in banks, clients also say that they don't like feeling sales pressure from bank employees

  • By: Paul Brent
  • September 21, 2017 December 18, 2017
  • 23:55
Investors are fine with trailer fees, survey says

However, the two parties find common ground on global investing and key wealth-management services

  • By: Leah Golob
  • September 18, 2017 December 19, 2017
  • 15:30
Investors are fine with trailer fees, survey says

If advisors charge investors directly, 24% of survey respondents say they would be less likely to use an advisor

Answering the “robo” question

Only 7% of Canadians said they’re likely to trust a robo-advisor’s recommendations, new global HSBC study finds

The robo-advisor firm wants to ensure Canadians are dealing with well-qualified financial professionals rather than “poorly trained bank advisors”

Asking for referrals: pick up the phone

New client research project from the SRO aims to explore what client segment would be most affected by the potential elimination of embedded commissions

FCA publishes proposed guidance on “streamlined” advice for clients

Committee proposes restrictions on the use of advisors' titles

IAP roundtable to discuss risk profiling and retail advice

The majority of HNW clients believe the “core value” of advice lies in developing a personalized, goals-driven financial plan, not in investment management

Advisors need to figure out how to adapt, embrace technology and build a truly distinguishing profession that delivers a value proposition

  • By: Cary List
  • February 27, 2017 December 15, 2017
  • 06:00