Powered by
STRATEGY : Client manifesto: Dear financial adviser ...
Feb 3, 2017 - The Globe and Mail (Canada)

It feels like we've arrived at a point in time when investors are going to stand up and be heard. I say that for two reasons.

First, baby boomers are moving into retirement and have more time to pay attention to their portfolios. And second, we have new client-reporting standards that are bringing fees and returns into the spotlight. The time when advisers can slough off awkward questions such as, "What am I paying you?" or "How am I doing?" is coming to an end.

For all investors (no

Sign up for unrestricted access to 200+ subscription services.
Already have an account? Click here to login.

RelSci News & Alerts gets you:

  • 10 free articles a month from top subscription outlets like the Financial Times, New York Times, and Washington Post
  • Competitive business intelligence through daily data updates
  • Custom feeds on target high-value individuals, companies, industries, and topics delivered straight to your inbox
Related News Feeds

Mentioned Entities

See how you can reach these people and organizations