Even though I’m no longer part of the active workforce, there’s something about Monday, especially the morning, which still gives it a uniquely discomfiting feel compared to any other day of the week.
Moreover, when you couple that with dreary weather, the palette for a picture to make the day worthwhile has some duller colours to work with. Of course, more creative artists can still find ways to carve out a pretty picture. (more…)
An article in the February edition of The Insurance & Investment Journal concerns the increasing challenge for financial advisors in dealing with seniors’ issues such as diminished capacity.
The MFDA (Mutual Funds Dealers Association of Canada), following a recent summit including U.S. regulators, is encouraging members to use some best practices followed in the U.S., ‘as guidance’. (more…)
A pair of articles in the first issue of The Insurance & Investment Journal for 2016 quote studies showing that most consumers want advice about financial and insurance products, and, at least in Canada, prefer to choose the manner in which fees are charged.
Moreover, they have definite preferences for what they seek in the professionals with whom they deal. (more…)
The October issue of The Insurance & Investment Journal is bookended with short articles about advisors, the first involving mystery shoppers and the second the ‘fee for service’ model. Taken together, they provide some updated perspective on what goes, or perhaps what should go, into the scales of advisor compensation. (more…)
the watch of time 
A Study of Ebbs & Flows
Now that I’m back from a prolonged, on-line, technically generated hiatus…
The March issue of The Investment & Insurance Journal includes the results of a research project looking at how compensation could impact advisor behaviour, in relation to mutual fund sales and redemptions.
The source study was conducted last fall, on behalf of IFIC (The Investment Funds Institute of Canada). Behaviours focused on were how investors and their advisors choose specific funds, as well as the influencers on fund assets, arched by the role of compensation. (more…)
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Behaviour & Relationships, Financial commentary, Uncategorized
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