Investor Advisor Research with Environics

In this episode of Industry Perspectives, Joe Lacopo, Vice
President, Relationship Management and co-head of the asset
manager segment is joined by Robert Stel, Vice President,
Financial Services at Environics Research and Amanda Coones, Vice
President, Investor and Plan Member Services at CIBC Mellon.
Their discussion explores Environics’ annual study of the
behaviours, preferences and expectations of more than 2,000
independent investment advisors.


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