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Keyword: Consumer insights

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8508076 - close-up of payment machine buttons with human hand holding plastic card near by

Index declined for second month in a row

  • By: Matt Ott
  • June 28, 2022 June 28, 2022
  • 10:55
cybersecurity of network of connected devices and personal data security, concept on virtual interface with consultant in background

Canadians are juggling price-consciousness with privacy concerns

  • By: IE Staff
  • March 19, 2019 October 17, 2019
  • 11:47
mature couple with young financial advisor

Gap between independent and bank channels could be more perception than reality, however

CRM2 has raised investors' awareness regarding how much they pay for advice and how financial advisors are paid

A monthly examination of the complex interplay among Canadian consumers, money and financial advice

  • By: IE Staff
  • December 1, 2017 December 25, 2018
  • 09:35

Clients who have a will report greater satisfaction with their advisors

Retirement-focused clients who have an advisor are more optimistic about reaching their financial goals

Advisors could reap significant rewards from helping young Canadians build up their financial knowledge

Canadians with low levels of financial literacy are less comfortable speaking with their financial advisors

Survey suggests that Quebec residents tend to be more risk-averse than other Canadians