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Financial Advisors

advocis

Investing

Advisors slow to explain fees despite CRM2 regulations

75% of investors don't understand what fees they pay

Advisors slow to explain fees despite CRM2 regulations
NHL players

News

Advisor convicted of defrauding NHL players

Persuaded victims to invest in a phoney Hawaiian real estate

Advisor convicted of defrauding NHL players

ETFs

‘I’m so much more than a robo-advisor’

New robo-advisors like Invisor.ca assess more than just risk-tolerance—they assess your goals before customizing a portfolio

‘I’m so much more than a robo-advisor’

Columns

Is your advisor retirement ready?

Most are focused on the years leading up to retirement, rather than retirement itself

Is your advisor retirement ready?

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Ask a Planner

Advice for small investors

Got less than $100,000 saved? Here's what you need to know

Advice for small investors

Financial Planning

Experts: You may be overpaying your advisor

Watch out! Fees should be proportionate to portfolio growth

Experts: You may be overpaying your advisor

Financial Planning

Some grifters are hard to spot

Can you trust your adviser? Try asking these three questions

Some grifters are hard to spot
Don't confuse bank representatives with financial planners (Jose Luis Pelaez Inc./Getty Images)

Columns

The new definition of ‘financial planner’

A new book attempts to nail down the term once and for all

The new definition of ‘financial planner’

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Don't confuse bank representatives with financial planners (Jose Luis Pelaez Inc./Getty Images)

Ask a Planner

Financial planner without a plan

Despite having worked with several bank reps, George still doesn’t have a plan and it's costing him dearly

Financial planner without a plan

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