Reports | October 11th, 2013 The Fee-based Summer 2013 Semi-annual Report New Research from Investor Economics: Summer 2013 Fee-based Report A rough estimate is that there are about 3,000 well-qualified financial…
Reports | September 24th, 2012 Retail Brokerage Summer 2012 Quarterly Report Although full-service brokerage revenue and assets have surpassed pre-downturn highs on an industry-wide basis, improving on profit margins from that…
News & Insights | March 19th, 2012 New Research: Competition for HNW Clients Heats Up The deposit-takers are positioned to take command of the private investment counsel (PIC) channel. They now control 53% of assets…
Reports | March 12th, 2012 Retail Brokerage Winter 2012 Quarterly Report The steady economic growth in Alberta over the past three years has had a noticeable impact on the regional distribution…
Reports | January 31st, 2012 Insight January 2012 Annual Industry Review Recently Released: The full issue of January 2012 Insight Annual Industry Review is now available for download. The fund companies’ section will be…