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This article first appeared in Yahoo Finance and featured an interview with Anthony Boright, President of InvestorCOM Inc.

This article was originally written by Anthony Boright, President of InvestorCOM for Investment Executive’s Inside Track column. Financial technology companies are widely held as marketplace disruptors. Yet, increasingly, these firms will be seen as enablers to the incumbent financial institutions. Many view the role of financial technology or fintech in retail banking and wealth management […]

Article Link: http://www.nationalpost.com/prnewswire/index.html?rkey=20160526C1153&filter=3072 InvestorCOM Inc. announced today that it has in the last four weeks rolled out its InvestorPOS™ Point of Sale Stage 3 (POS 3) offering for ten mutual fund dealer clients including banks, large and small members of the Investment Industry Regulatory Organization of Canada (IIROC), and Mutual Fund Dealers Association (MFDA). These […]

This article first appeared at http://findependencehub.com/get-ready-pos3-crm2-deadlines/ on May 5, 2016 On May 30, dealers and advisors will have to send investors Fund Facts disclosure documents before the investor decides to buy a fund. Until May 30, dealers and advisors still will be able to abide by the previous industry regulation (i.e. POS Stage 2), which […]

The Client Aligned Capital Partners Inc. (ACPI) is an independent securities dealer with head office in Burlington, Ontario and branch locations across Canada. Originally founded in 1987, it was built on the premise of aligning the interests of the investor, advisor and dealer. A member of the Investment Industry Regulatory Organization of Canada (IIROC), ACPI […]

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 […]

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 […]

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 […]

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 […]

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.