Canadians are juggling price-consciousness with privacy concerns
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
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