By: David Reeve May 24, 2019 16:56 Full Article: www.investmentexecutive.com As millennials inherit their parents’ wealth, advisors will need to evolve their business practices Between now and 2026, approximately $1 trillion of wealth will transfer from the baby boomer generation to their children, according to Strategic Insight. This pending intergenerational wealth transfer – the […]
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March 26, 2019, Toronto, Ontario, Canada – InvestorCOM, a leader in financial services compliance solutions, announced today that their popular compliance software, Publisher, will now create Accessible documents that are compliant with the Accessibility for Ontarians with Disabilities Act (AODA). InvestorCOM’s Publisher automates the process of creating, translating, and publishing regulatory documents for fund companies, […]
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InvestorCOM is an Employee Recommended Workplace The Employee Recommended Workplace Award is the only award of its kind that is based entirely on feedback from employees. The award program was developed by the Globe and Mail, in partnership with Morneau Shepell. This special designation recognizes employers with excellence in achieving a healthy, engaged and productive […]
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Advisors and dealers are looking for strategies to remain compliant while managing costs and improving client satisfaction By: David Reeve February 7, 2019 Original Article: www.investmentexecutive.com Over the past decade, new regulations have substantially increased the volume of information exchanged between advisor/dealers and clients. In many cases, this disclosure information has been delivered on paper, driving […]
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InvestorCOM Inc. is proud to be 1 of 15 companies to win the Hamilton-Niagara Top Employer Award for 2019.
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Compliance disclosure can be confusing to all parties, but there is an opportunity for advisors to provide “pain relief” and stand above their peers By: David Reeve August 20, 2018 Full Article: www.investmentexecutive.com The investment industry has been inundated with new regulations, many of which are forcing financial advisors and their dealers to increase their disclosure […]
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AI and Blockchain are sexy innovations in the wealth space but one Fintech company has staked its future on open banking being the biggest catalyst for change. Open banking is the process of digitally opening up banking infrastructure to third parties in order to build applications and services around financial institutions. Full Article: https://www.wealthprofessional.ca/market-talk/why-open-banking-can-be-real-wealth-catalyst-246755.aspx With pressure […]
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InvestorCOM Inc. has won Canada’s Top Small & Medium Employer Award for 2018. A subset of Canada’s Top 100 Employers, Canada’s Top Small & Medium Employers is an editorial competition that recognizes the nation’s best workplaces with an emphasis on forward-thinking human resources policies. InvestorCOM was evaluated by the editors using eight criteria: physical workplace; […]
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InvestorCOM, an investor communication solutions company, installed a HOF-400 with SPF/FC-200A, High-speed Sheet Feeder and booklet-making system. Purchased from KBR Graphics, the Canadian distributor for Standard/Horizon Finishing, which was the second complete automated system purchased since 2014. InvestorCOM added the second high-speed sheet feeder and booklet-maker to their previous investment of a Standard/Horizon Stitchliner 5500 […]
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InvestorCOM Inc. has qualified as an Employee Recommended Workplace for 2018. The Employee Recommended Workplace Award is the only award of its kind that is based entirely on feedback from employees. The award program was developed by the Globe and Mail, in partnership with Morneau Shepell. This special designation recognizes employers with excellence in achieving […]
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