Nearing the end of 2022 means we’re getting closer to the starting line of a new self-regulatory organization (SRO). On Jan. 1, 2023, the merger between the Mutual Fund Dealers Association of Canada (MFDA) and the Investment Industry Regulatory Organization of Canada...
As the world grows more digitally dependent and connected, clients want to engage with their advisors in ways fit for the times. And in the digital domain, advisors want a fully integrated view of their clients and a strategy to help support their value proposition.
Welcome back to our blog series on trends that persist within the wealth management industry. Our second topic is on regulatory burden and how technology can help mitigate risks and drive efficiencies. Our first topic was about the fee-compression trend, which you can...
In the wealth management industry, three trends continue to redefine the role of advisors: fee compression, regulatory burden, and digital innovation. While these trends were established in the decade that just passed, they still affect how advisors work with their...
