Industry News

Consumer Insights

Consumer Insights offers an exclusive series of articles analyzing the results of the on-going Financial Comfort Zone Study, conducted by Missis­sauga, Ont.-based Credo Con­sulting Inc. in partnership with Montreal-based TC Media's investment group. (Investment Executive is published by TC Media's investment group.) The survey, conducted monthly in English and French, is designed to gain insight into the relationships among financial advice, financial well-being and overall life satisfaction in Canadian society. The number of respondents is expected to grow to 12,000 within 12 months.

  • The gender gap in financial matters

    Survey suggests more women than men are confused by financial jargon, and women tend to avoid investment risk

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  • Advisors: Get to know your newcomers

    Many recent immigrants have preferences for certain goals, such as education and a home. And while they can quickly become major clients, they also vet recommendations more often

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  • Advisors don’t impress young investors

    Trustworthiness and honesty are issues for the majority of younger demographic

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  • Many investors in the dark about fees

    And less than half of Canadian investors say their advisor is trustworthy and honest

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  • Mutual funds remain product of choice

    High-income individuals and their advisors also prefer mutual funds to stocks, seg funds or ETFs

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  • Helping clients with registered accounts

    Other financial priorities make contributing to these accounts difficult for some clients

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  • An underserved market segment?

    Research found that there's lots of room for advisors to grow their business among high net-worth consumers

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  • RESPs spell opportunity for advisors

    Few older Canadians contribute to RESPs, but they are gaining the attention of this group as a way to help grandchildren

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  • Costs facing kids weigh on boomers

    The expenses of weddings and child care are top of mind

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  • Uncovering underserved insurance markets

    TC Media/Credo survey shows that life insurance is less popular with certain groups

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  • Making the client relationship personal

    Recent TC Media/Credo consumer survey finds that personal relationships greatly deepen the bonds that form with advisors, including a willingness to provide referrals

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  • Money worries tarnish golden years

    Many of your older clients fear outliving their nest eggs in retirement

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