Consumer insights – Investment Executive https://www.investmentexecutive.com Canada's news source for financial professionals Thu, 05 Jan 2023 20:16:44 +0000 en-US hourly 1 https://wordpress.org/?v=5.9.3 https://www.investmentexecutive.com/wp-content/uploads/sites/3/2018/01/cropped-favicon-1-32x32.png Consumer insights – Investment Executive https://www.investmentexecutive.com 32 32 Consumer insolvencies in November move closer to pre-pandemic level https://www.investmentexecutive.com/news/research-and-markets/consumer-insolvencies-in-november-move-closer-to-pre-pandemic-level/ Thu, 05 Jan 2023 20:16:44 +0000 https://www.investmentexecutive.com/?p=458228 Inflation, end of Covid-19 support helped drive the increase

The post Consumer insolvencies in November move closer to pre-pandemic level appeared first on Investment Executive.

]]> U.S. consumer confidence tested as economic anxiety grows https://www.investmentexecutive.com/news/research-and-markets/u-s-consumer-confidence-tested-as-economic-anxiety-grows/ Tue, 28 Jun 2022 14:55:00 +0000 https://www.investmentexecutive.com/?p=447234 Index declined for second month in a row

The post U.S. consumer confidence tested as economic anxiety grows appeared first on Investment Executive.

]]> Nearly half of Canadian consumers would share data for discounts, personalized service https://www.investmentexecutive.com/news/industry-news/nearly-half-of-canadian-consumers-would-share-data-for-discounts-personalized-service/ Tue, 19 Mar 2019 15:47:39 +0000 https://www.investmentexecutive.com/?p=378614 Canadians are juggling price-consciousness with privacy concerns

The post Nearly half of Canadian consumers would share data for discounts, personalized service appeared first on Investment Executive.

]]> HNW clients favour independents https://www.investmentexecutive.com/newspaper_/news-newspaper/hnw-clients-favour-independents/ Fri, 08 Mar 2019 20:16:00 +0000 https://www.investmentexecutive.com/?p=377765 Gap between independent and bank channels could be more perception than reality, however

The post HNW clients favour independents appeared first on Investment Executive.

]]> CRM2 disclosure is having an impact https://www.investmentexecutive.com/in-depth_/special-reports/crm2-disclosure-is-having-an-impact/ Fri, 01 Dec 2017 17:06:00 +0000 https://avatar.investmentexecutive.com/uncategorized/crm2-disclosure-is-having-an-impact/ CRM2 has raised investors' awareness regarding how much they pay for advice and how financial advisors are paid

The post CRM2 disclosure is having an impact appeared first on Investment Executive.

]]> Consumer Insights https://www.investmentexecutive.com/news/industry-news/consumer-insights/ Fri, 01 Dec 2017 14:35:00 +0000 https://avatar.investmentexecutive.com/uncategorized/consumer-insights/ A monthly examination of the complex interplay among Canadian consumers, money and financial advice

The post Consumer Insights appeared first on Investment Executive.

]]> Discussing wills has many benefits https://www.investmentexecutive.com/in-depth_/special-reports/discussing-wills-has-many-benefits/ Fri, 27 Oct 2017 05:50:00 +0000 https://avatar.investmentexecutive.com/uncategorized/discussing-wills-has-many-benefits/ Clients who have a will report greater satisfaction with their advisors

The post Discussing wills has many benefits appeared first on Investment Executive.

]]> Advisors boost client confidence https://www.investmentexecutive.com/in-depth_/special-reports/advisors-boost-client-confidence/ Fri, 22 Sep 2017 04:55:00 +0000 https://www.investmentexecutive.com/uncategorized/advisors-boost-client-confidence/ Retirement-focused clients who have an advisor are more optimistic about reaching their financial goals

The post Advisors boost client confidence appeared first on Investment Executive.

]]> The case for helping younger Canadians https://www.investmentexecutive.com/in-depth_/special-reports/the-case-for-helping-younger-canadians/ Fri, 25 Aug 2017 04:55:00 +0000 https://www.investmentexecutive.com/uncategorized/the-case-for-helping-younger-canadians/ Advisors could reap significant rewards from helping young Canadians build up their financial knowledge

The post The case for helping younger Canadians appeared first on Investment Executive.

]]> Financial literacy boosts loyalty https://www.investmentexecutive.com/in-depth_/special-reports/financial-literacy-boosts-loyalty/ Fri, 28 Jul 2017 04:55:00 +0000 https://www.investmentexecutive.com/uncategorized/financial-literacy-boosts-loyalty/ Canadians with low levels of financial literacy are less comfortable speaking with their financial advisors

The post Financial literacy boosts loyalty appeared first on Investment Executive.

]]>