Reports | November 13th, 2019 Financial Advisor Channel Report Summer 2019 FA Dealers Respond to Change and 2018 Market DownturnThe Summer 2019 issue of the Financial Advisor Channel Report provides a comprehensive examination…
Reports | July 23rd, 2019 Investor Economics Insight July 2019 Managers pause as lower pricing takes holdThe cost of managing assets has been trending down for several years on a…
Reports | June 25th, 2019 Investor Economics Insight June 2019 Research on Mutual Fund Share Classes in CanadaChanging advisor practices in the full-service and, more recently, in the financial advisor…
Reports | June 7th, 2019 Financial Advisor Channel Report Winter 2019 The Winter 2019 issue of the Financial Advisor Channel Report examines the channel through one of the first periods of…
Reports | May 24th, 2019 Investor Economics Insight May 2019 ETF and Mutual Funds: Competing and CollaboratingThe days when mutual fund companies viewed ETFs with mistrust are long gone. Most…
Reports | April 1st, 2019 Insurance Advisory Service March 2019 2018 Year in Review: Investment Funds Industry Faces Market UncertaintyA number of headwinds, including market volatility, interest rate moves, and…
Reports | March 22nd, 2019 Investor Economics Insight March 2019 Mutual Fund Load Options in CanadaInvestor and advisor preferences for different load options have been changing rapidly over the last…