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.
Discover how strong connections between advisors and mutual fund wholesalers strengthen business partnerships in Canada.
Nikki Gillingham, CEO & CMO of Blue Whale Communications and Mark Goren, President of 10|20 Marketing recently collaborated with our very own David MacDonald to discuss all things market research.
As a result of the pandemic and current economic environment, many Canadians are feeling greater financial challenges, particularly in light of the rapid rise in inflation impacting the cost of living, especially food and fuel.
It’s more important than ever for Certified Financial Counsellors (CFC) to understand not only the social values that shape their clients’ overall worldviews, but the behavioural economics factors that drive in-the-moment decisions.
Climate change can feel like an insurmountable problem. But Canadians are seeking opportunities for action across many areas of life.
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.
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?
New research shows that brokers’ growing use of Exchange Traded Funds (ETF) is motivated by a range of strategies and perspectives
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.
These insights from Kait provide financial advisors a real opportunity to provide greater value to clients by understanding their motivations
