Robyn Thompson is regularly featured in The Toronto Star’s “Money Makeover” series by Deanne Gage. In this recent post, Robyn helps a couple in their mid-fifties who have amassed $1.3 million in investments, but still need to pay off a loan and clean up and consolidate their investment holdings before they retire in a few years.
How advisors manage ethical dilemmas
How do advisors deal with conflicts of interest, client disputes, and other ethical dilemmas? Check Robyn’s views in this report in Investment Executive on the Knowledge Bureau’s 2021 virtual...
