There have been reports of advisors giving harmful financial advice to their clients. Today's video dives into these allegations and why it's a systemic issue for the industry.
CBC Marketplace Investigation: • Hidden cameras reveal ...
@BenFelixCSI's Video: • Bank Financial Advice ...
Questions for Advisors: www.canada.ca/en/financial-co...
Canada Database for Advisors:
- Registration Status: info.securities-administrator...
- Disclosures: www.ciro.ca/advisor-report-se...
US Database for Advisors:
- Registration and Disclosures: brokercheck.finra.org/
Canadian Sites for Finding Local Advisors:
- www.fpcanada.ca/findaplanner
- www.advocis.ca/find-an-advisor/
- pmac.org/firms/
US Sites for Finding Local Advisors:
- money.usnews.com/financial-ad...
DISCLAIMERS:
Richard Coffin is a registered portfolio manager, CFP professional and CFA charter holder.
This channel is for education purposes only and does not constitute financial advice - Richard is not responsible for investment actions taken by viewers. Please seek out a registered advisor if you require assistance (while Richard is a registered portfolio manager at WDS Investment Management, he does not provide advice through The Plain Bagel, which is not directly affiliated with his employer).
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