As I reflect on how far we’ve come since our founding, I can’t believe how quickly Univeris has evolved
into a world-class developer of wealth management... Digitalization, Automation, Data
EWMS 20.0 is going live soon and is full of enhancements. This release is one of the many where we focused on Digitalization.... Univeris announces the completion of the ETF implementation with the PEAK Financial Group. This article points out that advisors and investors benefit greatly from considering... Technology power at the service of science There is no question that COVID-19 is having a puzzling impact on everybody and many organizations. At Univeris... New Suitability requirements likely to energize ETFs, PTFs and Mutual Funds The recent client-focused reforms (CFRs), amendments to
National Instrument 31-103, require advisors and firms to... Online investing has seen major growth in the past ten years. Growth in online investing is only expected to continue, if not accelerate, in the... Exchange Traded Funds (ETFs) have been in existence for nearly three decades but it wasn’t until recently that they have grown in popularity. And it... Earlier this month, the Canadian Securities Administrators (CSA) published the long awaited notice of amendments to its Client Focused Reforms. As we've noted in a previous post,... In Fall 2019, Univeris held its annual Summit in Toronto, Ontario, Canada. The theme this year was Client Best Interest and the full-day conference featured presentations, breakout sessions, and...