Bank Financial Advisors Are Giving Bad Advice

There have been reports of advisors giving harmful financial advice to their clients. Today's video dives into these allegations and why it's a systemic issue for the industry.

CBC Marketplace Investigation:    • Hidden cameras reveal how big banks a...  

‪@BenFelixCSI‬'s Video:    • Bank Financial Advice is Worse Than P...  

Questions for Advisors: https://www.canada.ca/en/financial-co...

Canada Database for Advisors:
Registration Status: https://info.securities-administrator...
Disclosures: https://www.ciro.ca/advisor-report-se...

US Database for Advisors:
Registration and Disclosures: https://brokercheck.finra.org/

Canadian Sites for Finding Local Advisors:
https://www.fpcanada.ca/findaplanner
https://www.advocis.ca/find-an-advisor/
https://pmac.org/firms/

US Sites for Finding Local Advisors:
https://money.usnews.com/financial-ad...

DISCLAIMERS:
Richard Coffin is a registered portfolio manager, CFP professional and CFA charter holder.
This channel is for education purposes only and does not constitute financial advice - Richard is not responsible for investment actions taken by viewers. Please seek out a registered advisor if you require assistance (while Richard is a registered portfolio manager at WDS Investment Management, he does not provide advice through The Plain Bagel, which is not directly affiliated with his employer).