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The Voice of Canada’s Investment Funds Industry

Communicating Advisor Value

The benefits of financial advice are now well-recognized. Independent research and academic studies confirm the higher levels of wealth achieved by those who use advisors on an ongoing basis. These investors also have better savings habits and are more confident in their ability to meet their retirement income needs.

In Canada, advice is readily available because the foundational principles of mutual funds – shared costs, risks and rewards – extend to advisor services. These enable Canadian investors, even first-time savers and those with modest levels to invest, to access advice at a lower cost than investors in several other countries.

In addition to our own research reports on the value of advice, IFIC provides links to academic and international research.



Documents

2016
Infographic: Reach Your Financial Goals

Building long-term wealth is simpler than you may think. Investing in mutual funds and working with an advisor can help you reach your financial goals


2015
IFIC Pollara Investor Survey (October 2015)

Professional advice priceless

Quebec’s Mutual Fund Industry: Assessing the Economic Footprint - Institut du Québec (June 3, 2015)

2014
Money Management Matters: Assessing the Economic Footprint of Ontario’s Funds Industry - Conference Board of Canada (November 20, 2014)

Boosting Retirement Readiness and the Economy through Financial Advice - Conference Board of Canada (September 22, 2014)

Research report on the economic impact of a potential increase use of financial advice


Advisor Insights – Benchmark Disclosure (IFIC) – IFIC-branded

Outline of requirement of new rule, including plain-language description of benchmarks, to help companies meet July 15, 2014 requirement to provide investors with a description of benchmarks.


2013
Mutual Fund Industry Economic Footprint - Conference Board of Canada (October 7, 2013)

Your plan: the key to successful investing – The Globe and Mail (October 7, 2013)

2011
IFIC Active and Passive Investing Report (July 2011)