Featured
Fact of the Week
70,663,287
the number of trades made on Canadian online
brokerage platforms over the past twelve months
Trend We’re Tracking
Assets in fee-based programs now make-up
over 50% of the $1.2 trillion of full-service
brokerage channel assets in Canada… and that
share continues to grow
Recent Articles
Introducing the 2020 Investor Economics State of Wholesaling in Canada
December 3, 2020
The first comprehensive research ever done in Canada on a topic which merits the launch of a dedicated, multi-focal and ongoing research coverage.
The Rapidly Changing Landscape Impacting the Wealth Industry
April 23, 2020
Virtual executive dialogue with Goshka Folda, President and CEO of Investor Economics
Institutional Shareholder Services Acquires Strategic Insight
January 9, 2019
Acquisition deal expands ISS’ suite of offerings to the global investment management community
Donor-advised Funds
December 14, 2018
Canadians are increasingly turning to structured giving vehicles, such as donor-advised funds (DAFs)…
Food for Thought: Trust
December 13, 2018
One of the most important assets possessed by established financial services firms…
The Mass Affluent Segment: Client-centric and Competitive
December 10, 2018
Branch advice was client-centric well before client-centric design was en vogue…