The survey aims to understand what financial services clients mean by "advice" and how this may evolve and differ under a variety of circumstances.
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.
This report provides a comprehensive assessment of the full cost of owning mutual funds in Canada and the United States. 2017 update to the 2012 study by Strategic Insight.
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.