This news piece for Investment Executive covered Ernst & Young's 2023 Global Wealth Research Report, which found a sharp rise in Canadians looking to add or switch wealth management providers after a volatile year in the markets.
I dug into what's actually driving the shift — market performance and fees topped the list, but Canadians were also notably more likely than investors elsewhere to leave an advisor over a values mismatch — along with how investor preferences are splitting between digital convenience and still wanting in-person contact for bigger decisions like opening accounts. It's a tight, data-forward piece meant to give financial industry readers a clear read on where client loyalty is shifting and why.
