“In times of market turbulence, client communication becomes even more important for financial advisors as jittery clients seek reassurance and advice.”
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Overview
Overview
This report provides in-depth analysis and insight supported by a range of data. At the same time, introductory and top-level content is provided to give you an overview of the issues covered.
Overview
Executive Summary
Market
Market
Mintel provides a range of market information across categories including: forecasting and share information
The Market – What You Need to Know
Market Factors
Consumer
Consumer
Mintel conducts exclusive and original consumer research for reports, bringing up-to-date and unique insight to topical issues. This research examines the impact of social, economic, cultural and psychological influences on consumers.
The Consumer – What You Need to Know
Use of Financial Advisors
Reasons for Not Using an Advisor
Choice Factors
Awareness of Financial Advice
Value Perception
General Attitudes towards Financial Advice
Brand/Company
Brand/Company
Our brand research provides data and informed analysis across a number of consumer metrics including usage, satisfaction, recommendation, momentum and trust. It also explores consumer attitudes towards brands and examines the reasons behind these.
Key Players – What You Need to Know
Innovations & Industry Developments
Marketing Initiatives
Data
Data
Reports provide appendices of data to support the research and insight produced. Our tables of data are easily manipulated and downloadable to support your research needs and covers factors from consumer attitudes to market forecasts.
Appendix – Data Sources and Abbreviations
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Less than half of Canadians have used a financial advisor
