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Investment advisors have a professional responsibility to ensure that the clients investment portfolio holds suitable investments. Required: In your own words, explain how an investment
Investment advisors have a professional responsibility to ensure that the client’s investment portfolio holds “suitable” investments.
Required: In your own words, explain how an investment advisors’ responsibilities differ from a “fiduciary duty” that Certified Financial Planners in Canada (FP Canada) are required to provide to their clients.
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