Financial advisor compensation is one of those topics that is hotly debated but never fully resolved. A recent article by the National Post’s Jon Chevreau sparked a private exchange between me and another person quoted in that article. ...
In a recent blog post, I warned that advisors may face investment, competitive and/or compliance challenges when using ETFs in a fee-based account for clients. In the May 2010 issue of Investment Executive, I took the opposite side of the issue...
In the April 2010 Investment Executive, I touch on some of the challenges that advisors face in transitioning to an index-oriented fee-based business model. Keep an eye out for my follow-up in the May issue, in which I will outline where advisors...
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