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Preparing for a post-coronavirus wealth advice world

Advisors and dealers are rethinking their pre-coronavirus routine of serving clients from their offices

Trust, disclosure and technology

How being transparent with your clients can help build stronger relationships

The forces of technology: automation and augmentation

Using technology to augment your practice can help strengthen your relationships with clients

  • By: David Reeve
  • January 24, 2020 January 24, 2020
  • 16:18

The impact of the new client-focused reforms on your practice

Technology solutions can help advisors meet compliance obligations

  • By: David Reeve
  • November 8, 2019 January 22, 2020
  • 16:20

The emergence of the hybrid advisor

How embracing technology can help you build stronger client relationships

  • By: David Reeve
  • September 13, 2019 November 10, 2019
  • 16:24

Planning for wealth management in 2030

Demographic changes will dramatically alter advisory practices

Preparing for the intergenerational wealth transfer

As millennials inherit their parents’ wealth, advisors will need to evolve their business practices

How to increase digital adoption for client wealth reporting

Three key steps to improve investor engagement and advisor success

Technology can ease the regulatory burden

Advisors and dealers are looking for strategies to remain compliant while managing costs and improving client satisfaction

  • By: David Reeve
  • February 7, 2019 November 10, 2019
  • 07:00

Get ahead on the client-focused reforms

Advisors could begin to use technology now to stay onside of the CSA’s proposed client-focused reforms when they take effect

  • By: David Reeve
  • December 10, 2018 November 10, 2019
  • 06:00

Gain an edge by embracing technology

Not only does adopting digital tools lead to happier clients, it also results in greater profitability and success for advisors

  • By: David Reeve
  • October 15, 2018 November 10, 2019
  • 06:00

Turning compliance disclosure into a win/win

Compliance disclosure can be confusing to all parties, but there is an opportunity for advisors to provide “pain relief” and stand above their peers

  • By: David Reeve
  • August 20, 2018 November 10, 2019
  • 06:20

Leverage technology to future-proof your business

By removing friction, adding convenience and changing the value proposition, you can protect your practice from the growing influence of robo-advisors

Crossing the digital bridge

The emerging trend of “open banking” has the potential to be the most important catalyst for change in our industry

  • By: David Reeve
  • April 30, 2018 November 10, 2019
  • 06:00

Why human intelligence is more important than ever

Despite growing fear of the growing use of AI, evidence suggests it will serve as an aid to human interactions rather than replace these relationships