Success is measured differently by many, but for some, such as legendary UCLA basketball coach John Wooden, success comes more from how you conduct your life than what you achieve. In effect, it’s about the journey, not the destination. And in today’s fast-paced and results-oriented world, the young financial advisor who relies too heavily on […]
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Toronto, November 16, 2015 — InvestorCOM announced today a strategic partnership with Environics Analytics that will bring new expertise to the company and its clients. Environics Analytics (EA) is the Canadian leader in data analytics and marketing services. InvestorCOM’s four strategic solutions involve the transfer, processing and management of large volumes of client data. Through […]
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InvestorCOM acquires Distributech and takes financial services industry online with digital communications NOVEMBER 10, 2015 – TORONTO, ON: InvestorCOM Inc. announced today that it has acquired Distributech Inc., formally combining staff and operations of the two organizations to better service their collective customers. This acquisition is the culmination of several years of working together and […]
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InvestorCOM acquiert Distributech et met les services financiers en ligne avec la communication numérique 10 NOVEMBRE 2015 – TORONTO, ON: InvestorCOM Inc. annonçait aujourd’hui l’acquisition de Distributech Inc., combinant officiellement les employés et les opérations des deux sociétés pour mieux servir leurs clients communs. Cette acquisition est la culmination de plusieurs années de travail en […]
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There’s nothing like a weakening stock market to turn everyone’s attention to the cost of their investments. And as it should be. In a strong market I may be willing to give up 2-3% if I can make an 8-10% return overall, but if the markets turn south and I’m fighting for every bit of […]
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InvestorCOM submitted its comments to the CSA’s proposed amendments to National Instrument 41-101 General Prospectus Requirements in which Canadian regulators outline new rules for the creation and delivery of ‘ETF Facts’ documents.
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It’s becoming more important for advisors to leverage technology to maintain an audit trail showing compliance that you’re doing the right thing
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The Ontario government quietly amended the Ontario Securities Act a few weeks ago, paving the way for even greater disclosure and compliance measures by dealers and their advisors. In fact, as Blakes highlights in their June 29, 2015 bulletin the new record-keeping obligation will place even more onus on all dealers, advisors and other market […]
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“The Internet of Things” (IoT) is the name given to the growing phenomenon of interconnectedness between regular household devices, brought on by advances in computing technology and the evolution of the Internet. As more and more devices start talking to each other and, in turn, talking to us, our communication patterns in everyday life will […]
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We have blogged about this before but it is such a prevalent issue that it bears repeating: there is a significant ‘digital divide’ between wealth management clients (particularly Millenials) and their advisors, a divide which is disrupting the traditional wealth management model. A recent paper by The Boston Consulting Group put it succinctly: “Although the […]
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