Has the RBC iShares strategic alliance helped or hindered?

In January 2019, RBC and iShares announced a strategic alliance.  How has that impacted advisor support?  Let’s look at the advisor’s intent to support overtime for both iShares and Vanguard. It should be noted that advisors were surveyed in March 2020 – as the seriousness of COVID-19 was starting to be felt which created great…

Advisors perception of product manufacturers’ brand – banks

With advisors choosing to work with fewer and fewer product manufacturers, firms need to understand how advisors see them. In the next couple of months, we will be once again be asking advisors for their perceptions of brands.  It will be interesting to see how product manufacturers have fared through the pandemic. (The Credo Study…

Credo Consulting Anniversary

It has been a year since our team, Brandon Bertelsen, Yves Rebetez, and I took the helm at Credo Consulting. When we took over from Hugh Murphy in January 2020, no one saw what was coming our way then, not regarding the pandemic we’ve now spent the better part of the last 12 months with,…