Making money work and the climate concerned Canadian
Climate change can feel like an insurmountable problem. But Canadians are seeking opportunities for action across many areas of life.
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Are Advisors Overlooking Important Insurance Sales Opportunities
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.
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Assessing Group Benefit Plans
Leaders who make decisions about employer-provided group benefits plans have plenty of factors to take into account. Perhaps the most obvious are cost considerations: do the scope and quality of the benefits seem worth the investment?
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Rising ETF Adoption: One Trend, Many Drivers
New research shows that brokers’ growing use of Exchange Traded Funds (ETF) is motivated by a range of strategies and perspectives
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Responsible investors in Canada Part One
We segmented Canadian investors into four distinct group to understand who these Canadians are, why they are interested in Responsible Investing and how the financial services industry can tailor messaging to each.
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Responsible Investing and Charitable Giving
These insights from Kait provide financial advisors a real opportunity to provide greater value to clients by understanding their motivations
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2021 First-Time Homebuyer Survey & Financial Fitness Study Findings Released
Our recent homebuyer study shows that COVID-19 has had an impact, with some saying it helped them save and buy their home sooner than expected.
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90 per cent of Financial Advisors lack a formalized succession plan
Study Reveals Gaps in Financial Advisors’ Succession Planning – IPC & Environics Research
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New Study Paints Optimistic Picture of Crisis and Risk Planning In Canada
Our recent study found that 92% of Canadian general counsels and senior executives rate their organizations’ current position on crisis and risk management to be good or great.
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83% of Financial Advisors believe Technology is Key to Business Support and Growth
Our recently released study conducted for IPC provides new insights into how financial advisors are growing their business over the course of the COVID-19 pandemic.
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Responsible Investing: Bridging The Gap Between Investors, Advisors And RI Providers
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.
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The problem with NPS
Net Promoter Score (NPS) can provide useful insights, but is it the best tool for your brand? Discover how a customized, targeted approach can enhance loyalty and brand experience research.
