Investor Economics Insight March 2017

The undercurrent of trends at work in the financial services industry in Canada is impacting multiple aspects of the business, and product manufacturers are adapting to the shifting business reality on all fronts. Wholesalers, the main line of attack for mutual fund companies by which they reach the intermediated channels, are attuning their practices to changing times, particularly in connection with how they engage and support advisors as their needs and priorities evolve. The current issue of Insight delves into the state of the wholesaling of fund products in Canada. For this research, we interviewed sales executives at 11 mutual fund companies. The Trendlines article at the end of the report focuses on the growing segment of actively-managed ETFs.