Market Monitor Report

Stay Ahead with Actionable Market Intelligence

The Market Monitor Report is an exclusive subscription-based quarterly publication.

This report offers real-time actionable insights into advisor and portfolio manager movements across the Canadian wealth management landscape. This proprietary whitepaper provides firms with valuable intelligence to guide recruitment strategies, inform business decisions, and drive growth.

Annual Renewal Cost: $895.00

$995.00

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Key Features:

• Advisor Movement: Real-time updates of advisor and portfolio manager transitions across firms.

• Trend Drivers: Analysis of why advisors move—compensation, culture, market shifts.

• Industry Updates: Insights on M&A, innovations, and product trends shaping recruitment.

• Strategic Insights: Quarterly briefings from direct industry sources.

• Inside intelligence allows firms proactive real time engagement

Key Benefits:

• Understand Advisor Motivation: Understand what drives advisor moves.

• Anticipate Market Shifts: Spot and prepare for industry shifts.

• Smarter Recruitment: Use competitive intelligence to attract top talent.

• Strengthen Strategic Decisions: Benchmark and differentiate your firm.

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