Two advisors weigh in on balanced ETFs, and build their own ETF portfolios
Church misled investors about where their money was going
New measure aimed at buyers in Toronto, Vancouver and Victoria
Industry weighs in on proposed changes announced in July
A new tool allows advisors to offer a “lighter financial planning experience” to smaller clients
“We’ve got to keep the standards high,” says PMAC president
Offering includes wealth management advice
But will advisors be willing to expose themselves to potentially negative reviews?
COO says Agora exists "to support independent advisors and dealers"
Executive says advisors will have a more simplified experience