FREE Membership Sign in

JavaScript is disabled in your browser.

In order visualise this page, please follow these steps.

Annual survey finds fewer investors are using advisors

By Kate McCaffery | Oct. 6, 2023, 10:55 a.m.

Photo: Freepik

Despite high satisfaction with advisory services, fewer are engaging professional financial help.

This article is reserved to PRO Level subscribers

Discover the PRO Level

The most popular in Investment

Sanctions for pre-signed forms levied against former Fredericton rep

Pension funding rises in March

Insurers express increased appetite for private market investments

Make your business shine with Visibility360!

Get a PDF version to share in your networks.

I'm interested

Headlines

Fallout of a cyber catastrophe modelled by reinsurer

Average fund fees declined following implementation of disclosure rule amendments

Close to one-in-ten seniors worked out of necessity in 2022

Related topics …

Flash

Fallout of a cyber catastrophe modelled by reinsurer

Average fund fees declined following implementation of disclosure rule amendments

Close to one-in-ten seniors worked out of necessity in 2022

Wholesalers have growth ambitions

Mutual Funds

Ontario regulator issues guidance warning consumers about decumulation products

Mutual fund redemptions continue in first half of 2023

May 2023 sales figures released for mutual funds and exchange-traded funds

Financial regulators convene total cost reporting committee

Investments

Your client’s concerns in 2024

Insurers express increased appetite for private market investments

Registered retirement savings plan contributions resume downward trend

Life insurance associations urge government to make tax changes

Exchange Traded Funds

Exchange traded fund assets reach their highest total ever in 2023

Regulators to review exchange-traded fund rules

Mutual fund net assets increase despite investor net redemptions

Mutual fund categories hammered by net redemptions

Life Insurance

Direct simplified issue offerings benefit advisors eventually

Insurers boosted by simplified issue insurance sales

Insurer divests U.S. business to focus on Canada

Tips for increasing your firm’s value

THE INVESTMENT FUNDS INSTITUTE OF CANADA (IFIC)

Representative suspended two months, issued $28,000 fine for pre-signed forms

Most popular investment articles of 2023

Investment: A look at international regulation could inform Canadian approach

Investment industry advice panel discusses future trends

POLLARA

Many Canadians are saving for retirement without a plan

$1-million not enough to retire on says wealth management firm

Canadians are feeling insecure about their personal finances

Change is coming in how financial advice is delivered

Analytic

Casualty rates excluding auto liability decline at the start of 2024

Income inequality gap widens in 2023

Harnesssing group insurance data: The Power of statistics

Race to insure electric vehicles could change the industry