What was your career like before becoming RIA? Before becoming an RIA, there was a phase since 2003 where many of us had an independent practice. There was no concept of AIR from a regulatory point of view at the time. And 2013 is when the RIA regulations came into effect. So that 10 year …
10 Years of RIA: A Registered Investment Advisor Shares His Journey Read More »
Making the right investment choice sometimes requires you to look excruciatingly wrong for a while. Investment advisers who have refused to board the cryptocurrency hype train understand this well. Bitcoin and other cryptocurrencies took off in 2020 and only peaked around 12 months ago. Anti-crypto advisers and money managers must have hated those days of …
Saying no to cryptocurrency was a glorious moment for Canada’s investment advisors Read More »
If you want financial advice on social media, make sure it comes from a trusted source. Photo / 123rf The TikTok generation is turning to social media for personal finance advice. A survey last year by digital advisor KiwiSaver BetterSaver found that 27% of 16-24 year olds turn to social media for financial advice. That’s …
Diana Clement: The TikTok generation is getting bad financial advice Read More »
