Despite a changing landscape, our research reveals how independent advisors are re-focusing their practices to overcome industry challenges and better serve Canadians.
Our annual advisor perception study has been continuously measuring Canadian independent advisor behaviours and perceptions of mutual fund, insurance and ETF providers for 24 years. This syndicated study is the most comprehensive of its kind in Canada and provides subscribers with an insider’s perspective of current trends and forecasts for the future of the industry.
To gain the most accurate and up-to-date picture of the industry, our study draws its participants from a database of over 50,000 top advisors in Canada. Our recent 2018 study heard from over 3,300 advisors who were able to share their thoughts, insights, and opinions on the current state of the industry.