David Reeve – Investment Executive https://www.investmentexecutive.com Canada's news source for financial professionals Fri, 22 Nov 2024 18:49:12 +0000 en-US hourly 1 https://wordpress.org/?v=5.9.3 https://www.investmentexecutive.com/wp-content/uploads/sites/3/2018/01/cropped-favicon-1-32x32.png David Reeve – Investment Executive https://www.investmentexecutive.com 32 32 Intergenerational wealth transfer can be captured with tech https://www.investmentexecutive.com/inside-track_/david-reeve/intergenerational-wealth-transfer-can-be-captured-with-tech/ Wed, 27 Nov 2024 21:00:26 +0000 https://www.investmentexecutive.com/?p=497282 Engage younger investors on their terms

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]]> Addressing internal challenges to wealth firms’ growth https://www.investmentexecutive.com/inside-track_/david-reeve/addressing-internal-challenges-to-wealth-firms-growth/ Wed, 02 Oct 2024 19:04:34 +0000 https://www.investmentexecutive.com/?p=493831 Advisor time constraints, attrition are controllable factors

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]]> Capturing the mass affluent wealth segment https://www.investmentexecutive.com/inside-track_/david-reeve/capturing-the-mass-affluent-wealth-segment/ Mon, 29 Jul 2024 20:00:20 +0000 https://www.investmentexecutive.com/?p=490115 This growth opportunity requires freeing advisors from time constraints and meeting demand for hybrid advice

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]]> Leverage pre-trade compliance to drive value https://www.investmentexecutive.com/inside-track_/david-reeve/leverage-pre-trade-compliance-to-drive-value/ Mon, 10 Jun 2024 19:58:42 +0000 https://www.investmentexecutive.com/?p=487443 New regulations come with cost but also opportunity

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]]> Will 2024 be the year of compliance technology? https://www.investmentexecutive.com/inside-track_/david-reeve/will-2024-be-the-year-of-compliance-technology/ Mon, 15 Apr 2024 20:00:25 +0000 https://www.investmentexecutive.com/?p=483743 Several factors, including regulatory enforcement and improved productivity, are driving a surge in adoption

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]]> AI has arrived in wealth management https://www.investmentexecutive.com/inside-track_/david-reeve/ai-has-arrived-in-wealth-management/ Wed, 15 Nov 2023 20:00:04 +0000 https://www.investmentexecutive.com/?p=475360 Opportunities and challenges must be weighed

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]]> Leverage compliance tech to grow your business https://www.investmentexecutive.com/inside-track_/david-reeve/leverage-compliance-tech-to-grow-your-business/ Mon, 25 Sep 2023 19:00:26 +0000 https://www.investmentexecutive.com/?p=472110 Tech-assisted recommendations can improve client outcomes

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]]> Technology can drive better financial decisions https://www.investmentexecutive.com/inside-track_/david-reeve/technology-can-drive-better-financial-decisions/ Wed, 15 Mar 2023 19:00:37 +0000 https://www.investmentexecutive.com/?p=462272 An InvestorCOM analysis of KYP outcomes provides positive evidence

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]]> Post-Covid risks and opportunities for advisors https://www.investmentexecutive.com/inside-track_/david-reeve/post-covid-risks-and-opportunities-for-advisors/ Mon, 23 Jan 2023 20:00:05 +0000 https://www.investmentexecutive.com/?p=459061 Position yourself to effectively address clients’ evolving needs and expectations

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]]> The bridge to a hybrid advisor https://www.investmentexecutive.com/inside-track_/david-reeve/the-bridge-to-a-hybrid-advisor/ Mon, 28 Nov 2022 20:00:37 +0000 https://www.investmentexecutive.com/?p=456458 This emerging model requires investment in integrated tech

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