Comprehensive wealth management can result in value of 2.88%
Advisors will answer questions in one-on-one sessions
However, if brand trust is weak, only 16% of investors say they'll stay loyal
BMO received the highest customer satisfaction marks in J.D. Power's survey
Prosper Canada says the federal budget offers a “golden moment” to help people with low and modest incomes
Personal advice beats out search engines when it comes to major life events, according to a survey
Research from IIROC reveals Canadians want flexible, accessible and personalized advice
Speakers at a Vantage Series event discussed the challenge of providing personalized advice at scale
Studies show investors are largely satisfied with the advice they receive
But advisors aren’t as popular with Gen X investors