Survey suggests more women than men are confused by financial jargon, and women tend to avoid investment risk
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
Trustworthiness and honesty are issues for the majority of younger demographic
And less than half of Canadian investors say their advisor is trustworthy and honest
High-income individuals and their advisors also prefer mutual funds to stocks, seg funds or ETFs
Other financial priorities make contributing to these accounts difficult for some clients
Research found that there's lots of room for advisors to grow their business among high net-worth consumers
Few older Canadians contribute to RESPs, but they are gaining the attention of this group as a way to help grandchildren
TC Media/Credo survey shows that life insurance is less popular with certain groups
Recent TC Media/Credo consumer survey finds that personal relationships greatly deepen the bonds that form with advisors, including a willingness to provide referrals