The report highlights a significant surge in model portfolio investment fund sales in the second half of the year, an

European investors and fund selectors are increasingly investing abroad in search of equity returns and are leaving their home bias

The concentration of assets and RIA firms, wholesaling coverage challenges, growing centralized access, and blurring distinctions between advisor channels have

The addition of Branch Profiles offers users a unique industry snapshot and greater transparency through enhanced data on individual branches

Product excellence is a necessary but insufficient ingredient for success in the active ETF arena. The right packaging, sales, and

The 2023 Household Balance Sheet Report forecasts Canada’s household financial wealth (investable assets) to expand from the 2022 year-end figure