Ross Kappele shares key findings from a recent survey of Canadian investors
Judy Goldring, executive vice president and chief operating officer, AGF Management Ltd., discusses disruption in the mutual fund industry and the need for advisors to respond to changing client demands while being challenged by regulatory uncertainty. She spoke from the IFIC annual leadership conference in Toronto.
Investors are open to alternative investments and want greater exposure to ESG, but need the right advice on strategies
The OSC survey also finds that many Ontarians are planning to use their homes to help fund their retirements
However, the two parties find common ground on global investing and key wealth-management services
Only 7% of Canadians said they’re likely to trust a robo-advisor’s recommendations, new global HSBC study finds