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2. How to find a financial advisor near you - AOL

   www.aol.com/finance/financial-advisor-near...

   2. Look into professional advisor organizations. If you don’t mind doing a little research, several organizations offer free databases you can use to find financial advisors.

3. Canadian Investment Regulatory Organization - Wikipedia

   en.wikipedia.org/wiki/Canadian_Investment...

   CIRO was formed on January 1, 2023, through the merger of the Investment Industry Regulatory Organization of Canada (IIROC) and Mutual Fund Dealers Association (MFDA) as the New Self-Regulatory Organization of Canada (New SRO). [5] On April 24, 2023, the name of the Canadian Investment Regulatory Organization (CIRO) was approved by its members. [6]

4. 7 warning signs that you may need to choose a new financial ...

   www.aol.com/finance/7-warning-signs-may-choose...

   Here’s how to find a match with an advisor in your area. 2. They don’t check in with you. Perhaps your financial advisor picks up the phone when you call, but do they check in with you? It’s ...

5. How to find a trusted retirement advisor: Factors to consider ...

   www.aol.com/finance/how-to-find-a-retirement...

   Most advisors will review your retirement plan at least once a year. 6 red flags to watch out for. Watch out for these warning signs when shopping for a retirement advisor:

6. Investment Industry Regulatory Organization of Canada

   en.wikipedia.org/wiki/Investment_Industry...

   The organization set regulatory and investment industry standards. It also had quasi-judicial powers in that it held enforcement hearings and had the power to suspend, fine and expel members and registered representatives, such as advisors. [5] However, it has often been criticized by investor advocates as ineffective. [6]

7. National Association of Personal Financial Advisors - Wikipedia

   en.wikipedia.org/wiki/National_association_of...

   Rates vary by region of the country and an advisor's experience level and expertise. Some advisors charge a retainer fee schedule that is paid quarterly or annually. Other advisors charge based upon a percentage of the client's assets under management, such as a 1% fee on the assets per year. Regardless, the fee must be made clear to the client.