The least emotionally taxing experience for clients is when they check their portfolios once a quarter
The trend toward fee awareness may be contributing to some investors' growing dissatisfaction with their advisors
Majority say they would choose safety over investment performance
IFIC’s recent Canadian Mutual Fund Investor Survey found that investors are very satisfied with their advisors and prefer to pay their fees indirectly
Although 21% of clients rated their financial advice as "gold," that level of satisfaction is based on more than returns
Recent research reveals that clients who have life insurance place more value on the advice they receive and are more loyal
When friends ask me to look at their portfolios, I get a front-row seat to the advice that a variety of advisors provide
Investors rated three characteristics of advisor education programs as particularly important
Recent developments reveal that having a trusted financial advisor is critically important for those seeking wealth-management providers
Trust in advisors driven mostly by full disclosure of fees, survey reveals