Financial advisors play such a critical role in guiding people on their financial journeys, it would be reasonable for some Canadians to seek an advisor with similar identity and lived experience to their own.
Advisor Perception
It’s more important than ever for credit counsellors to understand not only the social values that shape their clients’ overall worldviews, but the behavioural economics factors that drive in-the-moment decisions.
Our annual Environics Advisor Perception Study is in its 26th year of circulation. In this article, David MacDonald, alludes to some interesting feedback gathered from the 2021 study that could be mutually beneficial for advisors and their clients.
These insights from Kait provide financial advisors a real opportunity to provide greater value to clients by understanding their motivations
RI is no longer on the periphery of the financial services industry – and it’s important for investment firms, dealers and advisors to understand the opportunities that these investments present.
A Tale Of Two Investors: How DIY Investors Are Reacting To COVID-19ARTICLE BYDavid MacDonaldWhen it comes to investing, two people with similar levels of financial skill can perceive the same landscape, but make dramatically different choices. ...
Despite a changing landscape, Environics Research reveals how independent advisors are re-focusing their practices to better serve Canadians
2018 Advisor Perceptions In Canada: A Focus On Advisors And The FutureARTICLEBY Robert Stel and Kait MoreauOur annual Advisor Perception Study provides an in-depth look at the current state of the investment and advisor industry in Canada. ...
2018 Advisor Perceptions In Canada Infographic / Perceptions Des Conseillers Au Canada En 2018How can we help your organization?Related insightslinkedintwitterfacebookABOUT US | INDUSTRIES | CAPABILITIES | SOCIAL VALUES | FEATURED INSIGHTS | ...