The professional financial advisor IV : putting transparency and integrity first

ISBN: 9781554831739 (paperback)
Physical Description: print regular print 329 pages ; 21 cm
Edition: [Fourth edition]
Publisher: Toronto, Ontario : Insomniac Press, 2016.
Copyright: &copy;2016.

Summary: After decades of debate, sweeping changes have transformed the financial services industry. At the same time, more and more Canadians are turning to professionals to invest their money and arrange their financial affairs. John J. De Goey argues that financial advisors are changing the way they do business. Instead of earning commissions for placing products, they are increasingly charging fees for rendering more professional services. In the process, they are putting the interests of their clients ahead of the interests of their employers and product suppliers. This fourth edition is updated to keep you on top of recent changes in the industry and is written in an accessible manner. Whether you work in the financial services industry or are currently an investor, it should be required reading.