Want digital transformation success? Choose the right strategic partner Are you a financial services firm looking to fend off digital upstarts and remain competitive? If so, it’s essential that you have a business transformation ... Read More
Don’t be afraid to set ambitious goals Many of us kick off the New Year with a list of resolutions we feel are reasonably attainable. While that’s great, what about reaching farther ... Read More
Video: PureFacts Client Forum 2018 >> Watch the video now PureFacts Client Forum featured updates from across the firm: Product enhancements and roadmap for our wealth management software platform Agile ... Read More
Here’s what happened at PureFacts Client Forum 2018 Check out the highlights from our 5th Annual PureFacts Client Forum. Another year, another great success! Our PureFacts Client Forum is an exciting annual event ... Read More
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 ... Read More
Do 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 are a hot ... Read More
Client-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 to understand.” Susan ... Read More
