01 Jan: Brand Benchmarking

This research examines the strength of asset managers’ brands in Canada. It is based on Credo’s ongoing survey of Canadian financial advisors and it examines a host of critical brand dimensions that affect advisors’ willingness to support your brand. This report includes forecasts as well as benchmarks with respect to…

01 Sep: Canadian Retirement Income Solutions: Advisors’ Perceptions

This report exposes advisors’ perceptions of currently available retirement income solutions. It is based on focus group research and interviews with advisors were Credo asked advisors to speak about how, when and why they use retirement income instruments. Extensive advisor discussions focused on GMWBs, PPNs and “reverse wraps” or managed…

01 Jul: FPSC study

This first-stage analysis has resulted from a survey of more than 1,100 CFP holders. It is the tabular analysis of the survey results. The next chapter will be the advanced segmentation and modeling work. The Credo Study with FPSC is a multi-stage research program. Its primary focus is improving the…

01 Aug: Understanding and Supporting the Planning-Oriented Advisor: Making Your Firm’s Tools and Resources Count

Credo Consulting provides actionable insights into the support, tools and services your firm must provide to win business from CFP professionals. Developed from the findings of an extensive survey of 1,457 Canadian advisors in six major distribution channels, this study developed in partnership with Financial Planners Standards Council, is the…