Investors are increasingly likely to seek financial advice. However, many of these investors use multiple channels for their investments, having only a portion of their investments with a full service brokerage. To understand investors’ use of, choice of and loyalty to full service brokerage providers you must read this study. Specifically, we will explore attitudes and behaviour patterns of full service brokerage users toward advisors, full service brokerages and investing overall.
This annual study examines the purchase decisions, borrowing, and investment patterns of 2500 high income, high net worth Canadians.
This continuous syndicated research service provides detailed information across a wide range of issues related to Canadian household finances.
Canadians are more likely to seek financial advice than they have in the past. This trend creates some challenges for financial services providers who need to understand how to position their advice offerings, but also determine whether this increased need for advice reflects a structural or cyclical change in the industry. With a return to more stable markets, will investors maintain their reliance on advice
Financial Industry Research Monitor helps you track trends in household behaviours and attitudes related to home ownership, mortgages and related household borrowing and insurance.
Ipsos Reid is proposing to launch the Market Now! Report, a new syndicated study. The Market Now! will report monthly Canadians’ current attitudes and behaviours with respect to financial services and provide critical information for shaping your customer communications.