Reports | November 14th, 2017 Insurance Advisory Service October 2017 Location remains a significant factor for investors, with investors around the world demonstrating a strong bias towards domestic securities. This…
Reports | January 9th, 2017 Insurance Advisory Service December 2016 After moving into the black in 2015, segregated fund net flows appear headed for another year in the red. The…
Reports | May 13th, 2016 Insurance Advisory Service April 2016 Retirement presents a new phase for many Canadians as they transition from the wealth accumulation stage to the de-accumulation stage…
Reports | December 30th, 2015 Insurance Advisory Service December 2015 With the start of 2016, we have wrapped up another successful year of the Insurance Advisory Service. Through the first…
Reports | July 29th, 2015 Insurance Advisory Service July 2015 Since we released our first insurance distribution story in 2011 the pace of new business growth has been subdued for…
Reports | March 19th, 2015 Insight March 2015 The March issue of Insight examines the fund’s industry new model showroom, paying particular attention to products introduced since early…
News & Insights | July 30th, 2014 2014 Group Retirement & Savings Report Pre-release: Investment Product Shelf Growth of group segregated funds, the investment funds on group retirement savings platforms, continued to be strong in 2013 as…
Reports | November 29th, 2013 Insight November 2013 The November issue of Insight is our traditional examination of how year-to-date sales have fared, and which companies have sold…
Reports | March 1st, 2013 Insurance Advisory Service February 2013 Positive equity markets pushed segregated funds above $93 billion in January, an increase of 1.7% from the end of 2012….
Reports | January 30th, 2013 Insurance Advisory Service January 2013 This month’s report includes the analytical spotlight featuring the 2012 wrap-up on the segregated funds asset and sales trends, in…