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Will Advisors Need to Become JEDI Masters to Retain their Clients?

Survey finds Canadian investors have advisor trust issues

Darren Sissons Top Picks: June 11, 2021 Credit Suisse s 30-year-old trading prodigy goes it alone AMC rides meme-stock wave to S&P optimism over capital structure S&P 500 rises to record, treasuries gain after CPI John O Connell s Top Picks: June 10, 2021 AMC insiders sell another US$4M in shares amid Reddit rally Supreme Cannabis shareholders vote to approve $435M deal with Canopy Growth Newest meme stocks extend gains with no sign of craze fading James Telfser s Top Picks: June 9, 2021 Cohen gives shoutout to Gamestop investors at annual meeting OSC takes action against companies linked to KuCoin cryptocurrency platform Investors seek clues on Bank of Canada’s next taper: Decision-day guide

Financial Advisers Need to Tailor Advice Around Risk, Client Goals

Aussies advice clients less concerned about hidden fees: EY

Australian wealth management clients are significantly less concerned about hidden fees and costs in their advice relationship than their global counterparts according to new research from consultancy Ernst & Young. Data out of the 2021 EY Global Wealth Research Report reveals that while 83 per cent of Australian advice clients are aware of “trading and products fees”, 29 per cent remained concerned about hidden costs when working with their adviser. While the domestic figure is high – EY report “there is still some scope to continue to improve transparency and education locally” – a full 42 per cent of global advice clients registered concern about hidden costs.

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