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
Help 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 to help clients ... Read More
The future of DSC fees is now unclear In our industry, there are always surprises. Although we were all expecting last week’s Canadian Securities Administrators’ proposals to ban DSC fees and trailing commissions on do-it-yourself ... Read More
Mobile Advisor Office – how firms can maximize client and advisor engagement Advisors need instant, mobile access to information about their business, as well as their clients. Firms that offer the best mobile solution will gain competitive ... Read More
Step aside CX. Service design brings new meaning to being customer-centric. Improving the customer journey and providing a positive customer experience (CX) is the top strategic priority among global banking leaders. Digital Banking Report survey 2017 ... Read More
What advisors should expect from largest new generation of investors Whenever advisors talk about a powerful new generation of investors, the assumption is they’re referring to millennials. In fact, the “new” investors that will have ... Read More
Balancing compliance with the client experience What’s the relationship between compliance and the client experience (CX)? On one level, nothing; on another level, everything. Financial services firms are all talking about ... Read More
