The Fee-based Report (semi-annual)

Fee-based assets represent the largest and fastest growing component of Canada’s wealth market. The Fee-based Report is a detailed study that tackles key issues facing competitors in the rapidly growing fee-based market. Entire sections of the report are devoted to fund wraps and the discretionary management side of the market. Key products, competitors, growth leaders and laggards, pricing and cost trends are all examined. The personal trust market and universal life insurance are also featured sections of the report.

The Fee-based Report provides answers to strategic planners’ and marketing and sales executives’ most pressing questions:

• Where are the opportunities and competitive challenges?
• What is the competition doing?
• Who has the largest market share?
• What share belongs to the chartered banks?
• What is happening in distribution?
• What are the emerging trends in pricing?
• How do products compare?

price available upon request