In the previous post, I had linked to an article by a financial advisor who had painted a rather bleak picture in regards the level of service provided by financial advisors remunerated through trailer fees and other embedded commissions. It suggested that financial plans were performed at even lower rates than ...

The obstacles to investing on one’s own have come down considerably in recent years. Many investors are responding by switching over to solo mode.  Are financial advisors on the list of endangered species?

A Montreal financial advisor has disappeared with up to $50 million of his clients’ money. Regulators suspect Earl Jones of Earl Jones Consultant & Administration was running a Ponzi scheme.

Investors are paralyzed. They need to do three things right now. Yes, it’s time to stop acting like a deer in the headlights. While one shouldn’t be checking their account everyday during a bear market, they still need to review their portfolio to take steps to position it for the future.

Mutual funds have thrived despite a wave of critical studies and books, one of the latest being The Investor's Dilemma (2008) by Louis Lowenstein. In my May 22 column, Are mutual funds a rip-off? I offered some possible explanations why the industry has held up, such as the value-added derived ...