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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 Silma, Practice Leader, Client & Industry Strategy at PureFacts Financial Solutions Susan Silma was one of three panelists at a recent Morningstar Executive Forum in Toronto discussing the new client-focused reforms. The proposals revolve around a wide variety of specific reforms, including Know Your Client (KYC), Read More
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Client-focused reforms may end up confusing clients

“The regulators are creating an incredibly complicated environment, and I’m not sure

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Help your clients make better decisions

Behavioural economics provides a framework for advisors to help direct clients to

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The future of DSC fees is now unclear

In our industry, there are always surprises. Although we were all expecting

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Mobile Advisor Office – how firms can maximize client and advisor engagement

Advisors need instant, mobile access to information about their business, as well

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Step aside CX. Service design brings new meaning to being customer-centric.

Improving the customer journey and providing a positive customer experience (CX) is

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White Papers

Increase client trust through radical transparency

Transparency of performance and fees is the top driver of client trust.

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Fee Calculation & Billing

The wealth management industry has undergone a major transformation since the 1980s

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Goals-Based Wealth Management

In the financial world, technology has always been a tricky business. Of

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Performance Calculation for Technical Teams

Performance calculation is used across almost every situation in life. How is

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Performance Calculation for Business Teams

Performance calculation is one of the most relevant topics in the wealth

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