WP Talk

Morning Briefing: Do clients think your fees are worth it?


Listen Later

Your WP Morning Briefing brings you a daily update of the stories we’re covering at WealthProfessional.ca including:
The Investment Funds Institute of Canada (IFIC) has released the findings of its annual Canadian Mutual Fund and Exchange-Traded Fund (ETF) Investor Survey for 2022.
Canada’s defined benefit pension plans remain strong, but their health has suffered a slight dip in the third quarter of 2022.
The continuous interest rate increases and persistent inflation that have defined 2022 have turned from a potential risk to a clear and present danger to Canadians’ personal finances.
Wealth Professional’s upcoming Advisor Connect event, titled “ESG Investing - Are we making progress?” will be held on October 6. Sign up here. 
These stories in full at wealthprofessional.ca and in our newsletters, plus: Advisors must ‘get curious’ about young clients’ different relationship to money; Collaboration brings a digital-first approach of retail trust services to Canadians; and how has Canada’s decades-old gender pension gap changed?
...more
View all episodesView all episodes
Download on the App Store

WP TalkBy WP Talk


More shows like WP Talk

View all
Life Starts at Retirement by Maureen Dobranski

Life Starts at Retirement

29 Listeners