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The Plain Bagel · 发布于 2024年4月12日
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: https://youtu.be/htm38oM5WFE?si=yVHXaGPwVBdrUXJH @BenFelixCSI's Video: https://youtu.be/v8iOV1Uourg?si=fs42SxzlNymve5nE Questions for Advisors: https://www.canada.ca/en/financial-consumer-agency/services/savings-investments/choose-financial-advisor.html Canada Database for Advisors: - Registration Status: https://info.securities-administrators.ca/nrsmobile/nrssearch.aspx - Disclosures: https://www.ciro.ca/advisor-report-search US Database for Advisors: - Registration and Disclosures: https://brokercheck.finra.org/ Canadian Sites for Finding Local Advisors: - https://www.fpcanada.ca/findaplanner - https://www.advocis.ca/find-an-advisor/ - https://pmac.org/firms/ US Sites for Finding Local Advisors: - https://money.usnews.com/financial-advisors 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).
