Establishing trust with prospective clients is top of mind for many financial advisors – especially when dealing with investors who are apprehensive about choosing the right advisor.
By: Audrey Carleton Globe & Mail
Continue reading
If you’ve struggled to find a financial advisor, you’re not alone. A recent poll by Angus Reid suggests Canadians as a whole are challenged to find money professionals to help them with their retirement, tax, estate and investment planning needs.
Continue reading
The financial advisor space is a minefield afflicted by a lack of clarity and slow regulatory change, according to the founder of new online platform Advisorsavvy.
Solomon Amos launched the site about four months ago, with the resource billed as the country’s largest source for connecting with advisors. It features reviews and ratings designed to make it easier for consumers to decide which professional is best suited to their needs.
Continue reading
The site is currently looking for investment, financial and insurance advisors interested in adding their profiles to the platform. But just how eager will advisors be to expose themselves to potentially negative reviews from clients?
Continue reading
A new service launching today is poised to make the world easier for both consumers and financial advisors by allowing people to easily choose their advisor and ensure they are an ideal fit.
Continue reading