The Credo Study 2020 – ESG & SRI Usage
Less than 25% of clients’ portfolios are invested in ESG or SRI products. MFDA Advisors tend to be more supportive of ESG or SRI products now and in the future.
The Credo Study 2020 – Orientation Towards Manufacturers
Canadian advisors look to product manufacturers for advice and guidance. Source: The Credo Study 2020. Methodology: Online. Time Frame: spring 2020, n-725
Understanding the role of indexes in today’s markets
Had no idea that there are 2.96 million indexes worldwide. Great article from Steve Hawkins, chair of Cdn ETF Association. Understanding the role of indexes in today’s markets
Our friend and colleague Hugh Murphy
The Credo family is sad to announce the passing of Hugh Murphy. Hugh was diagnosed with brain cancer in the fall of 2018. After a brave fight, he lost the battle on Thursday, July 2, 2020. Hugh took over Credo Consulting in January 2007. He was well known both in the financial community as well…
The importance of financial matters changed in less than 2 months
This research was presented during a CETFA webinar. To see the full webinar and to get CE credits, visit www.cetfa.cecorner.ca How to read the chart: We looked at the % difference in rating vs the previous wave. For example – people are 6% more likely to agree with the statement Taxes are more important mid-COVID-19…
Men and women differ in how they manage their finances
Men and women differ in how they manage their finances: Women are more than twice as likely than men to respond that they receive advice from a friend or a family member who is not a financial professional. Men are 7.7% more likely than women to report that they manage their own finances without the…