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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...
Microsoft 2020 Great Canadian Innovators Yearbook
PureFacts is thrilled to be recognized as a great Canadian innovator for how our wealth management...
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...