Archive For The “mutual funds” Category
Below you will find my own financial planning pyramid of needs which I have used during my career to justify the advice I have given clients and which I have used to train other advisors. My pyramid: http://www.manurseassociates.com/sales/life-insurance-industry-failing-canadians/ Let’s compare my pyramid to the pyramid found on Mike Nurse site….
The Canadian Securities Administrators have put forth a proposal regarding mutual funds fees which include recommendations as to the purpose of trailing commissions. While this discussion is worthwhile and needs to happen to ensure that there is a complete synergy between the remuneration of the advisor and financial well being of the client there…
In 2009, there were net repurchases of 1.75 billion of mutual funds. This meant there were thousands of investors who were not able to face volatility. Why were these investors fully invested in the market? These investors would be surprised to learn that current regulations are preventing them from receiving a financial advice that is objective. I…
