3 things top stock brokers never do

Top stock brokers and portfolio managers provide you with ethical and conflict-free advice—and here are three things they won’t do.
A good stock broker (the brokerage industry typically prefers the term “investment advisor”) can provide a cost-effective way to manage your… Read More

What is Pat’s commentary for the week of June 24, 2014

There’s a revolution brewing in Canada’s brokerage industry.

Canada’s provincial securities commissions are looking at three longstanding practices that help the brokerage industry and securities salespeople, but represent a steady drain on the finances of many investors.

Trailer fees and other “embedded” fees. Mutual fund buyers now… Read More