Fee transparency: Navigating the new normal for wealth management
The COVID-19 pandemic is an unprecedented humanitarian and economic crisis causing health concerns and hardship for consumers, businesses and communities worldwide. Governments, the medical...
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Posts by
Leslee Vivian
Data aggregation for wealth management
Data aggregation is essential to make more informed business decisions. However, aggregating data...
Are you using Reg BI to drive growth?
Regulation Best Interest (Reg BI), as mandated by the the Securities and Exchange Commission (SEC),...
Fees Risks: Navigating the new normal for wealth management
During this crisis, operations teams at wealth management firms are under pressure to find new ways...
How a digital decumulation tool can grow AUM
As baby boomers begin to retire in droves, wealth managers can grow AUM by helping clients...
Increase advisor productivity with a flexible reporting solution
A major Bank improved advisor productivity with a PureFacts reporting solution that integrated 20+ systems including Charles River and Salesforce
One team. One community. Together in well-being.
As we deal with the COVID-19 pandemic, we've been looking to reassure our employees and lend a...
Women investors: how this powerful new generation will impact wealth
Whenever advisors talk about a powerful new generation of investors, the assumption is they’re...
Top technology trends driving client engagement
When it comes to improving client experience, many wealth management firms have barely moved the...
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....