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Creating opportunities in uncertain times: Year-to-date reflections

While the COVID-19 pandemic has presented immense challenges, it’s also created opportunities for many companies to re-invent themselves. Here are some learnings from our experience.  Supporting your...
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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...

Prioritizing employee well-being in the virtual world

For many of us, a day in the office looks completely different now than what we’re used to. Many...

Accelerate value creation with Artificial Intelligence

Today’s wealth managers face a massive intergenerational wealth transfer, which is both a challenge...

Using Artificial Intelligence to enhance Wealth Management

Artificial Intelligence (AI), and its subset machine learning are changing every aspect of...

Eight ways to avoid costly AI mistakes

Robots and bots are becoming famous for misbehaving. Social media is full of stories about famous...

How digital tech solutions can solve your unique business challenges

Financial services firms are all different ... and so are their business challenges. That’s why at...

Goals-based investing: Producing better outcomes for advisors and investors

Financial advisors are in the business of creating successful outcomes for their clients....

10 tips for choosing a Fees & Billing Solution for Wealth Management

Legacy systems for calculating and billing fees in fee-based programs can restrict your firm's...

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...

Overcome digital transformation challenges for wealth management

Digital transformation is a strategic priority for most wealth management firms, yet the wealth...

Top technology trends driving client engagement

When it comes to improving client experience,  many wealth management firms have barely moved the...

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...

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....
CSA

Do the right thing for your clients

Advisors should use the proposed client-focused reforms as an opportunity to strengthen...

Client-focused reforms may end up confusing clients

"The regulators are creating an incredibly complicated environment, and I'm not sure the proposals...

Help your clients make better decisions

Behavioural economics provides a framework for advisors to help direct clients to make decisions...

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...

CSA’s proposed reforms could have major implications

Suitability, conflicts of interest and a greater focus on the cost of investing are the priorities...

What Proposed Client Focused Reforms Mean For Advisors

Since the news broke a couple of weeks ago about a proposed series of regulatory reforms by the...

What advisors should expect from women investors

Whenever advisors talk about a powerful new generation of investors, the assumption is they’re...

Balancing compliance with the client experience

There are various steps advisors can take to ensure a positive client experience while still being...

Advisors and Clients Travelling Together on the Digital Highway

All roads converge at the digital highway when it comes to investment advisors and their clients....

Regulators looking at expanded cost reporting. Is CRM3 on the horizon?

A few weeks ago, the MFDA issued a Discussion Paper on Expanding Cost Reporting as a follow-up to...

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....

Why many digital transformations fail

Business leaders looking to transform to digital will often avoid being on the bleeding edge of...

Want to transform your operations and improve the customer journey? Start with the investor.

We recently hosted our 4th Annual PureFacts Client Forum. The event is an excellent opportunity to...