Research
Documents
2018
IFIC Brondesbury Group 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.
2017
IFIC Pollara 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.
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.
2016
2015
2013
2011
The survey aims to understand what financial services clients mean by "advice" and how this may evolve and differ under a variety of circumstances.
IFIC Pollara 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.
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.
