01 Jul: The Current State of Segregated Managed Wraps in Canada – The Progression of Products, Platforms and Processes

Credo’s research examines the state of Separately Managed Wraps (SMWs) in Canada today and in the future, addressing such issues the shift of product development to distributors, turnkey asset management programs, and the factors affecting profitability of SMW programs. The Current State of Separately Managed Wraps in Canada The Progression…

01 Jul: The Support, Tools and Services Financial Planners Value Most

The groundbreaking new Canadian study partnership with Financial Planners Standards Council that provides fresh, actionable insights into the value that Canadian financial planners attach to your services and support. Asset managers and distributors are continuously trying to understand what advisors really want from them ? aside from access to good-performing…