Global Research & Advisory Solutions
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Insightful thought leadership.
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As part of the ISS MI Global Research and Advisory Solutions ecosystem, Investor Economics offers comprehensive coverage that delves into every aspect of the financial services ecosystem.
Through a range of specialized research services, we deliver insightful analyses that provide our readers with a deep understanding of the dynamic marketplaces they are involved in. Our team is committed to creating groundbreaking paradigms, introducing innovative analytical frameworks, and empowering our readers to navigate the ever-changing landscape of the financial industry. With our in-depth coverage, we explore the intricacies of the entire financial services ecosystem, ensuring our readers stay informed and equipped for success.
Powered by proprietary databases, published research, and in-person presentations, the Global Research and Advisory Solutions team delivers advanced data analytics, comprehensive market intelligence, and insightful thought leadership to help clients identify product and distribution opportunities, monitor trends and make strategic decisions to thrive in the highly competitive asset and wealth management business.
Women in Brokerage June 2023
The Investor Economics Women in Brokerage study provides an update on the progress Canadian brokerage firms are making in attracting and retaining female advisors.
Why does this matter?
- By the year 2028, it is estimated that women will control almost $4 trillion in assets in Canada
- Increasing female representation in the brokerage channel is crucial as female advisors are well-positioned to address the unique needs of female clients.
- While firms continue their efforts to improve these percentages, female representation in the full-service brokerage (FSB) channel remains low.
The full Women in Brokerage report is available to current clients. Contact ISS Market Intelligence Customer Service for more information.
Complete the form to access the report summary
The Women in Brokerage report is part of the Retail Brokerage and Distribution Report series which looks at developments in the Canadian retail brokerage industry and provides brokerage executives with a multi-faceted yardstick for measuring their firm against the industry at large. By giving a sense of what is happening in the industry, the report aids the decision-making of manufacturers, such as mutual fund complexes and life insurers. The report systematically identifies emerging trends and subsequently monitors them on an ongoing basis, allowing companies to efficiently track the role of the brokerage industry in managing the wealth of individual Canadians.
The Deposit Report is ISS Market Intelligence’s flagship research focused on the multiple deposit products available in Canada and the distribution channels through which they are sold.
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