Investment Executive reported on February 23 that the BC Securities Commission will seek feedback from investors as to how they are being treated by their advisor. Credo’s Financial Comfort Zone clearly shows that a high percentage of Canadians are considering changing advisors (whether they actually do it is another question) and BC residents have a…

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…

Quebec firms are looking to grow in the ROC (rest of Canada), but in order to do that, they need to understand how advisors perceive their brand.     The 2021 Credo Study will be out this spring, and it will be interesting to see how these two firms met the challenge of supporting advisors…

CREDO foresees a future that will see Advisors’ product shelf access come at a premium. As a result, we consider it increasingly important for brands to understand the quality of their respective brand and its attributes with the Advisory channel. In the absence of meaningful differentiation depicted below, the question one might ask is: are…

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 once again be asking advisors for their perceptions of brands.  It will be interesting to see how product manufacturers have fared through the pandemic.   CI, INVESCO, DYNAMIC…

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…

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,…

Great presentation by Yves Rebetez.