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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.

Canadian advisors look to product manufacturers for advice and guidance. Source: The Credo Study 2020. Methodology: Online. Time Frame: spring 2020, n-725

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

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…

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: 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…

Men are more likely to do research on their own finances than women  Women are 11% less likely to conduct their own research to validate their financial advisor’s recommendations. Men are almost twice more likely to do their own finances without an advisor than women.

Men and women have different financial priorities. For Canadians with over $500k in investable assets the biggest differences are found in…