One Year later – Markets bottomed March 23, 2020, after the fastest and most brutal Bear markets from highs reached barely a month prior, at the hands of a pandemic forcing total shutdowns across economies worldwide. Is this week’s Suez Canal saga – clogging world trade – a good illustration…
By Credo Consulting Releases
This chart is surprising (yet probably not unexpected) in so many ways: One-third of Canadians with $100K or less in investable assets say they don’t need a financial professional because they don’t have enough money … the key remains that these individuals could benefit from having constructive interaction with a…
By Credo Consulting ETF Insight Releases
Another “interesting” week … with “headline” volatility (VIX) touching below 20% briefly, which in a way seems like a paradox, given market conditions appear, if anything, to be exhibiting signs of heightened volatility since about mid-February.
By Credo Consulting Releases
ETFs have been around in Canada for more than 30 years, but adoption has not been as quick as one would have thought or expected. A large part is due to the MFDA channel not being able to sell them, although that should change soon. This chart also shows how…
By Credo Consulting ETF Insight Releases
I suggest the following to you: How about while it is certainly no guarantee of future returns, it could in fact be a meaningful marker of what you might well want to pay attention to. +, well, when we consider “momentum” based strategies … isn’t the underlying principle that what has momentum (aka has been shown to work …) might continue to move in the direction it is already headed in until … well it stops. ERGO – I pay attention to past performance for what could be “signals” or “markers”.
By Credo Consulting Releases
Four out of five banks top the list of Canadians who say they are “considering finding a new advisor” (if you don’t count the DK/Don’t know). A couple of comments: – Many Canadians don’t know which firm their advisor works for. – Canadians seem to have a tough time distinguishing…
By Credo Consulting Releases
Canadians with only in-bank advisors are the most likely to agree with the statement “I’m considering finding a new advisor”. Having an advisor but not even being able to identify the company that they work for (Don’t know/DK) appears to speak to the relationship, or lack thereof, between the client…
By Credo Consulting Releases
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 some Canadians are considering changing advisors (whether they actually do it is another question as financial advice…
By Credo Consulting Releases
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…
By Credo Consulting Releases
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…