Investment advisors have a professional responsibility to ensure that the clients investment portfolio holds suitable investments. Required:
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Question:
Investment advisors have a professional responsibility to ensure that the client’s investment portfolio holds “suitable” investments.
Required: In your own words, explain how an investment advisors’ responsibilities differ from a “fiduciary duty” that Certified Financial Planners in Canada (FP Canada) are required to provide to their clients.
Related Book For
Essentials of Marketing
ISBN: 978-0078028885
13th edition
Authors: William D. Perreault, Joseph P. Cannon
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