http://financialhighway.com/understanding-the-duties-of-financial-advisors/ Personal finance blog discussing investments, savings, insurance and financial planning ideas to grow wealth Tue, 22 May 2012 16:37:35 +0000 hourly 1 http://wordpress.org/?v=3.3.2 http://financialhighway.com/understanding-the-duties-of-financial-advisors/#comment-13840 Want Some Good Advice? That Will Cost Ya! Tue, 23 Aug 2011 11:01:35 +0000 http://financialhighway.com/?p=1550#comment-13840 [...] a new family car, and once a year doing the family’s taxes… that was about as bad as it got. Financial advisors were for corporations, or for the wealthy. Now with the web of money markets, 401ks, IRA’s, [...] [...] a new family car, and once a year doing the family’s taxes… that was about as bad as it got. Financial advisors were for corporations, or for the wealthy. Now with the web of money markets, 401ks, IRA’s, [...]

]]> http://financialhighway.com/understanding-the-duties-of-financial-advisors/#comment-11838 sushil Fri, 15 Apr 2011 15:43:07 +0000 http://financialhighway.com/?p=1550#comment-11838 write a piece on advisor's duty to educate clients on matters that all capital gains/losses are not reported on slips T3 T5slips (?) Failing to educate clients on this matter can amount to negligence. Also ask clients if the prepare / file their own taxes. In that case extra education, vigilence, guidance is required. Advisors should go over tax reporting package that investment cos send to clients.tax-efficiency is as important as returns on investments. write a piece on
advisor’s duty to educate clients on matters
that all capital gains/losses are not reported on slips T3 T5slips (?)
Failing to educate clients on this matter can amount to negligence.
Also ask clients if the prepare / file their own taxes.
In that case extra education, vigilence, guidance is required.
Advisors should go over tax reporting package that investment cos send to clients.tax-efficiency is as important as returns on investments.

]]> http://financialhighway.com/understanding-the-duties-of-financial-advisors/#comment-707 Weekly Review-Welcome Globe and Mail Readers Edition | Financial Highway Fri, 10 Jul 2009 15:14:58 +0000 http://financialhighway.com/?p=1550#comment-707 [...] Discount Brokerage Review Investment Adviser’s Conflict of Interest; An Insider View TFSA FAQ Understanding the Duties of a Financial Adviser How to Find a Good Financial Adviser? Ask These Questions If you are getting married or someone you [...] [...] Discount Brokerage Review Investment Adviser’s Conflict of Interest; An Insider View TFSA FAQ Understanding the Duties of a Financial Adviser How to Find a Good Financial Adviser? Ask These Questions If you are getting married or someone you [...]

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