Reports | January 31st, 2024 Insurance Report January 2024—Monthly/Annual Update The monthly service provides subscribers with insights into all aspects of the insurance business, its product landscape and delivery dynamics….
Reports | February 1st, 2023 Insurance Report January 2023—Annual Segregated Fund Trends The Annual Segregated Fund Trends update of the Insurance Advisory Service provides detailed assets, gross sales and net flows data…
Reports | November 30th, 2022 Investor Economics Insight November 2022 The Post-Pandemic Reshuffle: A Year to Forget Following on the heels of the year that broke all sales records, 2022…
Reports | November 10th, 2022 Financial Advisor Channel Report Summer 2022 The Financial Advisor Channel Report provides a comprehensive view of the financial advisor landscape. Subscribers will be able to immediately assess…
Reports | October 31st, 2022 Investor Economics Insight October 2022 Investment Funds Distribution: A Lower Tide Plunges (Most) Ships When Canadians were dreaming with a “return to normal” after two…
Reports | May 20th, 2022 Financial Advisor Channel Report Winter 2022 The Financial Advisor Channel Report provides a comprehensive view of the financial advisor landscape. Subscribers will be able to immediately assess…
Reports | April 27th, 2022 ESG Advisory Service The Global Retail ESG Market Landscape—2022 The second part of the inaugural issue of the ESG Advisory Service contains the market tracking of retail investment funds…
Reports | April 22nd, 2022 Wholesaling Key Metrics Report—2022 The 2022 Wholesaling Key Metrics report follows up on the highly successful comprehensive State of Wholesaling in Canada study launched…