http://wheredoesallmymoneygo.com/how-to-do-a-background-check-on-your-advisor/ A personal finance blog written by Preet Banerjee Sat, 11 Feb 2012 16:22:10 +0000 hourly 1 http://wordpress.org/?v=3.1.2 http://wheredoesallmymoneygo.com/how-to-do-a-background-check-on-your-advisor/#comment-7418 How To Run A Background Check On Your Canadian Financial Advisor | Protege mes liens Wed, 16 Feb 2011 12:38:09 +0000 http://wheredoesallmymoneygo.com/?p=2396#comment-7418 [...] How to do a background check on your advisor – Where does all my money go? [...] [...] How to do a background check on your advisor – Where does all my money go? [...]

]]> http://wheredoesallmymoneygo.com/how-to-do-a-background-check-on-your-advisor/#comment-6746 New Tool To Search Advisor Background and History | WhereDoesAllMyMoneyGo.com Wed, 01 Sep 2010 01:41:25 +0000 http://wheredoesallmymoneygo.com/?p=2396#comment-6746 [...] new page for to help point you in the right place to search for registrants outside of IIROC. Again, look familiar? Great minds think alike, I suppose… although most people forget the second half of that [...] [...] new page for to help point you in the right place to search for registrants outside of IIROC. Again, look familiar? Great minds think alike, I suppose… although most people forget the second half of that [...]

]]> http://wheredoesallmymoneygo.com/how-to-do-a-background-check-on-your-advisor/#comment-5809 How Do You Find a Good Advisor? - Not Business As Usual Fri, 11 Jun 2010 14:35:17 +0000 http://wheredoesallmymoneygo.com/?p=2396#comment-5809 [...] The majority of advisors in Canada are licensed to offer investment advice or insurance advice through a provincial regulator. A competent advisor will seek to get the appropriate licensing. If you’re wondering if your advisor is licensed, a great website to visit is the Advisor Background check FAQ. [...] [...] The majority of advisors in Canada are licensed to offer investment advice or insurance advice through a provincial regulator. A competent advisor will seek to get the appropriate licensing. If you’re wondering if your advisor is licensed, a great website to visit is the Advisor Background check FAQ. [...]

]]> http://wheredoesallmymoneygo.com/how-to-do-a-background-check-on-your-advisor/#comment-5788 What minimal duties does an investment advisor owe you? « Stock Market News Wed, 09 Jun 2010 14:32:29 +0000 http://wheredoesallmymoneygo.com/?p=2396#comment-5788 [...] Addendum: I would be remiss in not mentioning Preet’s excellent post on doing a background check on your financial advisor. [...] [...] Addendum: I would be remiss in not mentioning Preet’s excellent post on doing a background check on your financial advisor. [...]

]]> http://wheredoesallmymoneygo.com/how-to-do-a-background-check-on-your-advisor/#comment-5769 What minimal duties does an investment advisor owe you? Tue, 08 Jun 2010 05:20:25 +0000 http://wheredoesallmymoneygo.com/?p=2396#comment-5769 [...] Addendum: I would be remiss in not mentioning Preet’s excellent post on doing a background check on your financial advisor. [...] [...] Addendum: I would be remiss in not mentioning Preet’s excellent post on doing a background check on your financial advisor. [...]

]]> http://wheredoesallmymoneygo.com/how-to-do-a-background-check-on-your-advisor/#comment-5752 Thicken My Wallet » Blog Archive » What minimal duties does an investment advisor owe you? Mon, 07 Jun 2010 13:19:10 +0000 http://wheredoesallmymoneygo.com/?p=2396#comment-5752 [...] Addendum: I would be remiss in not mentioning Preet’s excellent post on doing a background check on your financial advisor. [...] [...] Addendum: I would be remiss in not mentioning Preet’s excellent post on doing a background check on your financial advisor. [...]

]]> http://wheredoesallmymoneygo.com/how-to-do-a-background-check-on-your-advisor/#comment-5717 Preet Wed, 02 Jun 2010 20:09:49 +0000 http://wheredoesallmymoneygo.com/?p=2396#comment-5717 Brilliant suggestion - I'll make sure to add that in over the weekend. Brilliant suggestion – I'll make sure to add that in over the weekend.

]]> http://wheredoesallmymoneygo.com/how-to-do-a-background-check-on-your-advisor/#comment-5715 dab8191 Wed, 02 Jun 2010 17:41:20 +0000 http://wheredoesallmymoneygo.com/?p=2396#comment-5715 As someone who works in the industry I think this is a great idea, but I do have one thing to add. Perhaps a section on verifying advisors designations. I know it can't be done for all, but any advisor who has the CFP designation would appear on thier site. <a href="http://www.fpsc.ca/directory-cfp-professionals-good-standing" rel="nofollow">http://www.fpsc.ca/directory-cfp-professionals-...</a> As someone who works in the industry I think this is a great idea, but I do have one thing to add. Perhaps a section on verifying advisors designations. I know it can't be done for all, but any advisor who has the CFP designation would appear on thier site. http://www.fpsc.ca/directory-cfp-professionals-…

]]> http://wheredoesallmymoneygo.com/how-to-do-a-background-check-on-your-advisor/#comment-5413 Weekly Round Up-Euro Trip Edition Fri, 28 May 2010 11:02:42 +0000 http://wheredoesallmymoneygo.com/?p=2396#comment-5413 [...] How To Do A Background Check On Your Advisor @ Where Does All My Money Go? [...] [...] How To Do A Background Check On Your Advisor @ Where Does All My Money Go? [...]

]]> http://wheredoesallmymoneygo.com/how-to-do-a-background-check-on-your-advisor/#comment-5412 Tweets that mention Financial Advisor Background Check -- Topsy.com Fri, 28 May 2010 08:12:34 +0000 http://wheredoesallmymoneygo.com/?p=2396#comment-5412 [...] This post was mentioned on Twitter by Preet Banerjee, Bryan Borzykowski, Jim Yih, Before You Invest, Dawn-Renee Mack and others. Dawn-Renee Mack said: How To Do A Background Check On Your Advisor http://bit.ly/audqb8 [...] [...] This post was mentioned on Twitter by Preet Banerjee, Bryan Borzykowski, Jim Yih, Before You Invest, Dawn-Renee Mack and others. Dawn-Renee Mack said: How To Do A Background Check On Your Advisor http://bit.ly/audqb8 [...]

]]>