Go to the Globe and Mail homepage

Jump to main navigationJump to main content

Get Adobe Flash player


Getting more from your financial adviser Add to ...

Investors: Feel free to demand financial planning advice, and consult them on mutual funds as well

Segment Three: You and your adviser

-have the years since the financial crisis began cemented or undermined client-adviser relationships?

-what's the trend for changing advisers - are people staying put, or are they on the move?

-trends in fee-based, fee for service