The Value of Advice
Investor Survey – Anatomy of Advice (November 2017)
The survey aims to understand what financial services clients mean by "advice" and how this may evolve and differ under a variety of circumstances.
(February 28, 2018)
Canadian Mutual Fund Investor Survey (November 2017)
The 12th wave of Pollara's telephone survey of mutual fund investors in Canada. The study was initiated to better understand Canadian mutual fund holders, to identify their attitudes, opinions, needs, expectations and behaviours and to track these over time.
(November 22, 2017)
Advice and the Modest Investor: A Canadian Perspective
(June 7, 2017)
(June 7, 2017)
CIRANO - The Gamma Factor and the Value of Financial Advice – Summary of Findings
In August 2016, the Center for Interuniversity Research and Analysis of Organizations (CIRANO) released its latest publication by Claude Montmarquette and Nathalie Viennot-Briot examining the value of financial advice. This document provides a summary of findings.
(March 15, 2017)
Canadian Mutual Fund Investors’ Perceptions of Mutual Funds and The Mutual Fund Industry (September 2016)
(September 15, 2016)
(September 15, 2016)