Financial Advisor Who Owes A Duty To The Borrower?
Q: Under what theory does a mortgage broker become an independent financial advisor who owes a duty to the borrower?
A: A mortgage broker recommends a particular mortgage. A mortgage is a financial product. Therefore it seems to make sense to consider a mortgage broker to be a financial adviser of sorts. That may or may not mean that the broker is an FA in the sense of consumer protection legislation surrounding the financial services industry. A broker, as distinct from somone selling just one lender's products, is able to advise on a range of products from a spectrum of lenders. That's where the "independent" bit comes in, meaning he's not tied to just one lender. However, a full-blown IFA would be able to advise on rather more than just mortgages. Apart from