Over the past three decades, the dominant retail wealth management business model has undergone a significant evolution, shifting in focus from product to distribution to... Last week, the wealth management industry's largest digital wealth management event —In|Vest 2019: Innovations in Investing, Saving & Advice—took place in New York City. The... Toronto – July 11, 2019 – NEO Connect and Univeris are proud to announce that PEAK Investment Services, part of PEAK Financial Group (“PEAK”), has become the first mutual... Two important and arguably interdependent revolutions are taking place in wealth management today--a focus on client best interest standards from both ethical and regulatory standpoints... In June 2018, the Canadian Securities Administrators (CSA) proposed a set of reforms calling for more rigorous client best-interest regulations. This proposal was met with... How a business responds to change can make the difference between growth and obsolescence. The wealth management sector, in particular, is on the cusp of... The driving force behind the evolution of the wealth management industry is often attributed to emerging technologies and regulatory demands. But the average Canadian investor... Offering a better customer experience through personalization
Mass customization in wealth management, a method of meeting the individual needs of clients through efficient mass-production processes, is... The next wave of regulatory requirements link together KYC, KYP, and KYA
A lot has been written about the creation of client best interest principles or... A Year-in-Review: Wealth Management Trends in 2018
Powered by a stream of new regulatory obligations, with robo advisor technology as a catalyst, the wealth management industry...