25 Ways Your Incentive Compensation Programs Can Be Leaking Profits from Your Wealth Management Business
Leaks are rarely a good thing, and hidden leaks are the worst kind. Homeowners know that a slowly leaking pipe or roof is about the last thing they want to discover. Car owners grow frustrated that a...
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Building a Better Future: the Impact of PureFacts’ PurePossibilities Program in 2022
Earlier this year, PureFacts was profiled by the Toronto Star, Canada’s largest daily newspaper by...
PureFacts 2022: A look back
As we embark on a new year, it brings an opportunity for reflection. For investors, wealth...
PureFacts recognized as a must-know company in global ESGFinTech100 2022 list
New York (from TSAM East Coast), October 6, 2022 – PureFacts Financial Solutions, the leading...
PureFacts launches program for sustainable and meaningful community growth
PurePossibilities mirrors Maslow's hierarchy of needs and intends to create a community Flywheel...
How PureFacts is looking to revolutionize wealth management for all
Established in 2010, PureFacts was a seed that grew from the mind of Robert Madej. The company was...
Robert Madej at TechExit.io | Closing acquisitions during uncertain times
Robert Madej, our PureFacts Founder & CEO, spoke at the TechExit.io event about how PureFacts...
Creating opportunities in uncertain times: Year-to-date reflections
While the COVID-19 pandemic has presented immense challenges, it’s also created opportunities for...
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...
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....
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...