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BLOGS & INSIGHTS
LATEST FROM THE BLOG
Key takeaways from our PureFacts Client Forum
We recently hosted our PureFacts Client Forum. This annual event is a terrific opportunity to bring all our clients together to celebrate our mutual accomplishments and discover new ideas and solutions. It’s also a chance for us to get feedback directly Read MoreDo the right thing for your clients
Advisors should use the proposed client-focused reforms as an opportunity to strengthen relationships with clients. The Canadian Securities Administrators’ (CSA) client-focused reforms...
Read MoreClient-focused reforms may end up confusing clients
"The regulators are creating an incredibly complicated environment, and I'm not sure the proposals would help investors understand the things they need...
Read MoreHelp your clients make better decisions
Behavioural economics provides a framework for advisors to help direct clients to make decisions consistent with their long-term goals. Using behavioural economics...
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“Eliminating the manually intensive and high-risk process of uploading statements was a big win for us. Now it’s all done with one click of a button.”
MANAGER, INVESTMENT COUNSEL SERVICES
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“We view this as a long-term relationship with a partner. Everyone understands my business and sincerely wants us to be successful.”
DIRECTOR, SENIOR VP AND COO
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“PureFacts has been a great business partner for us. We truly value the relationship.”
CHIEF INFORMATION OFFICER