Reports | May 21st, 2020 Fintech Advisory Service Spring 2020 A State of Flux: How Direct-to-Consumer Channels Are Managing the COVID CrisisFor Canada’s direct-to-consumer (D2C) channels, which include both the…
News & Insights | March 30th, 2020 U.S. Fund Assets Expected to Hit $26.4 Trillion as Annualized Growth Slows Growth Represents a 6.5 Percent Annualized Increase From 2019 Levels Yet Trails Increases In 2015-2019
Reports | January 2nd, 2020 Retail Brokerage and Distribution Report—Canada Fall 2019 Markets Up, Commissions Down: Will Trends in the U.S. Online Brokerage Industry Come to Canada?Our feature research in this issue…
Reports | December 24th, 2019 Fintech Advisory Service Fall 2019 Robo-advice: A Global Phenomenon Enters a New PhaseFrom Acorns to Wealthfront, the tide in Silicon Valley seems to be turning,…
Reports | November 13th, 2019 Financial Advisor Channel Report Summer 2019 FA Dealers Respond to Change and 2018 Market DownturnThe Summer 2019 issue of the Financial Advisor Channel Report provides a comprehensive examination…
Reports | September 30th, 2019 Fintech Advisory Service Spring 2019 The Spring 2019 issue of the Fintech Advisory Service tackles the topic of open banking in the Canadian context. After…
Reports | June 7th, 2019 Financial Advisor Channel Report Winter 2019 The Winter 2019 issue of the Financial Advisor Channel Report examines the channel through one of the first periods of…
Reports | April 16th, 2019 Fintech Advisory Service Winter 2019 A Deep Dive into Measuring Canada’s Online Advice BusinessFor over three years, Strategic Insight has tracked the collective growth of…