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Financial Advisors

Investing

New annual account statements coming

Here's what the new documents will look like

New annual account statements coming

Magazine Archive

Don’t call him a robo-adviser

Each client gets an adviser made of flesh and blood

Don’t call him a robo-adviser

Columns

Minimize investment fees to improve returns

Here's a great tool for keeping your focus on the fees you're paying.

Minimize investment fees to improve returns

Financial Planning

What to ask your financial adviser

You should have just three key questions, and none of them include an outlook on the stock market.

What to ask your financial adviser

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Magazine Archive

Subscription-based Couch Potato investing is here

A new service delivers savings to those wanting a middle ground between pricey advisers and DIY investing.

Subscription-based Couch Potato investing is here

Financial Planning

Poor financial advice is everywhere

CBC Marketplace found a wide range of financial advisers working at major banks, some unable to explain fees on...

Poor financial advice is everywhere

Financial Planning

Will robo-advisers ever come to Canada?

The robo-adviser business has extremely low margins and can only survive by building enormous scale.

Will robo-advisers ever come to Canada?

Magazine Archive

Find the perfect financial planner

What fee-only advice really means and how to choose a planner.

Find the perfect financial planner

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The difference between fee-only and fee-based financial planners

There is a lot of confusion about what fee-only actually means and what such planners can and cannot do...

The difference between fee-only and fee-based financial planners

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