The Money Finder Blog

Penalties for Failure to Comply with CRM2 Requirements

June 28th, 2016 | Christina Flemming

With the homestretch of CRM2 implementation upon us, financial professionals are asking themselves whether they’ve done enough to prepare, and what repercussions they could face for potential miscon ...


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December

2017

5 Common KYC Mistakes Advisors Make

December 6th, 2017 | Tyler Sellars

In this regulated world of Financial Services everyone who’s ever sold an investment or managed a portfolio, knows you have to Know Your Client. But how often do you? How can you prove it? Here are ...

November

2017

5 Reasons Why Budgeting Apps Don’t Work!

November 7th, 2017 | Tyler Sellars

Can we all agree that one of the secrets to achieving financial independence is figuring out a way to spend less than what you make? OK, good. Then why aren’t more of us better at it? Credit card de ...

November

2017

Ontario high school kids will now be taught money skills

November 2nd, 2017 | Tyler Sellars

Original posting by The Toronto Star: http://bit.ly/2nH8AaV   Teaching money skills expected to become part of mandatory careers course by fall of 2018. Ontario is rolling out pilot ...

October

2017

[Quick Guide] What is Fintech?

October 24th, 2017 | Tyler Sellars

Being a Financial Tech company, we hear a lot about fintech, but what exactly does the buzzword mean? According to a recent piece in Forbes, “Fintech companies are easing payment processes, redu ...

August

2017

The Succession Trap

August 15th, 2017 | The Money Finder

When I first started back in the industry in 2001 I, like many shiny new advisors, was approached by various senior agents about working on their book of business. They would tell me how they were goi ...

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