The following articles/reports are scheduled for production over the course of 2018:

Month Topic Source
Jan Brand Personality Profiles: AGF, iShares and RBC DS BPS
Jan Investors and Their Trust in Canada’s Financial Advisors FCZ
Jan Discussion with a Top-Shelf Wholesaler Interview
Jan Which FundCos Build Awareness Best? TCS
Feb Brand Personality Profiles: Invesco, Purpose and Edward Jones BPS
Feb Investors and The Wheel of Life FCZ
Feb Discussion with a Top-Shelf Wholesaler: Invesco’s Best Interview
Feb The Importance of Consistency & Messaging Congruence TCS
Mar Brand Personality Profiles: Franklin Templeton, BMO ETFs and CIBC Wood Gundy BPS
Mar Investors and The Fear of Outliving Finances FCZ
Mar Discussion with a Top-Shelf Wholesaler: Franklin Templeton’s Best Interview
Mar The Clarity of Fundcos’ Messages TCS
Apr Brand Personality Profiles: Mackenzie, Purpose and Raymond James BPS
Apr Why Some Investors Don’t Use Advisors FCZ
Apr Discussion with a Top-Shelf Wholesaler: Mackenzie’s Best Interview
Apr The Loyalty of Advisors to Their Suppliers TCS
May Brand Personality Profiles: IA Clarington, Purpose and Assante BPS
May Investors, Fees and Confusion FCZ
May Discussion with a Top-Shelf Wholesaler: IA Clarington’s Best Interview
May Being the Most Credible Fund Company in Canada TCS
June Brand Personality Profiles: NEI, First Asset and TD Wealth BPS
June The Importance of Education as a Financial Issue FCZ
June Wholesalers of the Year SEA
June What FundCo’s Bring Quality to the Table? TCS
Jul Brand Personality Profiles: EdgePoint, Bridgehouse and Manulife Securities BPS
Jul Social Media, Advisors and Wholesalers CWA
Jul Discussion with a Top-Shelf Wholesaler: EdgePoint’s Best Interview
Jul Which Fundco’s are Easiest to work With? TCS
Aug Brand Personality Profiles: Fidelity, PowerShares and BMO NB BPS
Aug Financial Advice and Politics FCZ
Aug Discussion with a Top-Shelf Wholesaler: Fidelity’s Best Interview
Aug What FundCos Bring Quality to the Table? TCS
Sept Brand Personality Profiles: Dynamic, Vanguard and Richardson GMP BPS
Sept Financial Literacy in Canada FCZ
Sept Discussion with a Top-Shelf Wholesaler: Dynamic’s Best Interview
Sept Fund Company Performance… The Reality vs. Advisors’ Perceptions TCS
Oct Brand Personality Profiles: CI, RBC ETFs and Sun Life BPS
Oct The Importance of Charitable Giving as a Financial Issue FCZ
Oct Discussion with a Top-Shelf Wholesaler: CI’s Best Interview
Oct Wholesaler Compensation Benchmarks WBS
Nov The Role of Personal Priorities in Investors Money Management Decisions FCZ
Nov Who is Seeking a New Advisor? FCZ
Nov Discussion with a Top-Shelf Advisor Interview
Nov Wholesaler Model Evolution WBS
Dec Advisors Challenges Heading into 2019 CWA
Dec Understanding RoboAdvice Users FCZ
Dec Discussion with a Top-Shelf Advisor Interview
Dec Wholesalers and their Expense Accounts WBS