埃森哲-加拿大投资报告（英文）-2019.8.pdf

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1、ENABLINGTHEEVOLUTIONOFADVICEINCANADAANIIROC&ACCENTURESTUDYIIROCrecognizesthewealthmanagementindustryisevolving.WearecommittedtofacilitatinginnovationandaccommodatingnewadviceandserviceofferingstobetterservetheneedsandwantsofCanadians,withoutcompromisinginvest

2、orprotectionorchoice.”AndrewKrieglerPresidentandCEOInvestmentIndustryRegulatoryOrganizationofCanadaAccenturecontinuestobeattheforefrontofthetransformationtakingplaceintheglobalwealthmanagementindustry.Wehelpourclientsdeliverscalableandprofitableadviceexperien

3、cesthatresonatewithinvestorsinthedigitalage.WearedelightedtohaveworkedwithIIROConthisgroundbreakingpieceofresearchandindustryconsultationandbelievetheoutcomeofthisstudywillassisttheCanadianwealthindustrytoinnovateatafasterpaceandreduceunnecessarycostburdenwhi

4、lecontinuingtoprovideprotectionandaccessforinvestorsofallages.”KendraThompsonManagingDirectorCapitalMarkets,WealthManagementLead,NorthAmericaAccenture2

5、ENABLINGTHEEVOLUTIONOFADVICEINCANADAFOREWORDEnablingtheevolutionofadviceinCanadaThewealthmanagementindustry

6、inCanadaisIncollaborationwithAccenture,weconductedundergoingaperiodofimportanttransformation.anextensiveconsultationthatincluded:Inter-generationalwealthtransfers,changinginvestordemographics,arrivalofnewplayersand•AseriesofinterviewswithIIROC-regulatedtheava

7、ilabilityofnewdigitaltoolsandfinancialdealers(“Dealers”)andotherindustrytechnologiesarefundamentallychangingtheparticipants(e.g.non-IIROCmemberssuchattitudesofCanadianinvestorstowardswealthasNorthAmericanfintechs).andinvesting,howtheyconsumeadviceand•Aquantit

8、ativeDealersurvey.services,andhowtheyprefertointeractwithwealthmanagementserviceproviders.Given•ADealercomplianceroundtable(collectively,thesechanges,firmsareexploringnewbusinessthe“Consultation”).modelstomeetclientexpectationsandredefiningthescopeofadviceand

9、servicestheyprovide.Ineachinterview,weexploredfourtopics:AsCanada’swealthmanagementindustry•Howinvestorneedsandexpectationsevolves,IIROCalsoneedstocontinuetoarechanging.evolve.We(IIROC)ar