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
Many are seeking tools to help them invest smarter
The challenge for banks is getting the advice formula right and delivering it in a personalized manner across all channels
Financial planners and advisors have the skills to provide real discipline to help clients stay true to their principles in times when panic sets in