The Professional Financial Advisor III

The Professional Financial Advisor III

Putting Transparency and Integrity First

Book - 2012
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Sweeping changes are transforming the financial services industry. Simultaneously, more and more Canadians are turning to professionals to invest their money and arrange their financial affairs. They want to work with qualified professionals but are often left to work with narrow, product-based sales representatives. John J. De Goey, CFP, Fellow of FPSC(TM) argues that financial advisors are changing the way they do business. Some of those changes are regulatory and mandatory; others are profit-seeking and voluntary. Instead of earning commissions for placing products, they are increasingly charging fees for rendering more professional services. In the process, they are putting the interests of their clients ahead of the interests of their employers and product suppliers-in many instances for the first time.
Publisher: Toronto : Insomniac Press, c2012
Edition: 3rd ed.. --
ISBN: 9781554830862
1554830869
Branch Call Number: 332.620971 DeG 2012
Characteristics: 322 p

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