Kait Moreau reflects on Canadian women advisors and their strength in approach to working with clients according to our research.
Kait Moreau reflects on the results of our Wholesaler Effectiveness study.
John J. De Goey, the author of "Bullshift," recently invited our Group VP Financial Services, David MacDonald, for an engaging discussion on finance and personal optimism.
To celebrate International Women’s Day, Kait Moreau highlights the intelligent women of the financial services team and their admirable characteristics.
Hear from Robert Stel our VP Financial Service on our annual study of independent investment advisors and how he works with leading financial companies to build valuable insights for their brands.
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.
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