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
There’s great trust in advisors as more than half of investors surveyed said they would follow their advisors if they switched firms
The OSC survey also finds that many Ontarians are planning to use their homes to help fund their retirements
Although there's a high level of trust in banks, clients also say that they don't like feeling sales pressure from bank employees
However, the two parties find common ground on global investing and key wealth-management services
If advisors charge investors directly, 24% of survey respondents say they would be less likely to use an advisor
Only 7% of Canadians said they’re likely to trust a robo-advisor’s recommendations, new global HSBC study finds
The robo-advisor firm wants to ensure Canadians are dealing with well-qualified financial professionals rather than “poorly trained bank advisors”
2016 client research project aims to explore what client segment would be most affected by the potential elimination of embedded commissions