Millennials and gen Z are now more concerned about saving than older generations, according to a Sun Life survey
Advisory firms are also looking to increase their alternative offerings, according to Natixis
More consumers would share data for preferred pricing, but they worry about security
Most respondents (70%) said it was hard to know what to do in the current environment
Plans for RRSP contributions remain consistent despite the pandemic
A Natixis survey finds institutional investors are positioning themselves defensively
Digital transactions may be undermining trust in banks, according to Accenture
An IIAC survey asked about reopening offices and the health protocols firms plan to adopt
Continued transformation and innovation is needed to meet the demands of baby boomers and millennials
RIA survey finds women are more interested in D&I issues than men