The Value of Advice
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)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)(June 7, 2017)
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)(September 15, 2016)