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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 1, 2017
  • 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

Study shows that Canadians who own insurance products tend to be more loyal to their advisors

Survey data indicate that DIY investors are a potential source of clients for insurance advisors

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