David Reeve, CEO of InvestorCOM, joins BNN to discuss new disclosure rules for investment advisers. The final date for dealers to provide new investment statements to their clients is July 14, 2017. Known as CRM2 (The Client Relationship Model – Phase 2), he explains to Canadians the purpose of these statements is to provide greater […]
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David Reeve, CEO of InvestorCOM, joins BNN to discuss the possibility of eliminating embedded mutual fund commissions. He explains what it will mean for Canadian consumers trying to get a better understanding of what they pay their financial advisor.
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The wealth-management industry is facing tremendous pressure due to growing compliance challenges from new regulation, increasing competition, margin compression, technological innovation and changing consumer behaviour. Yet, no single factor offers the potential to tip the balance — in your company’s favour or to its detriment — than digital transformation. This article was originally written […]
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Anthony Boright, president of InvestorCOM, joins BNN to discuss what client statements from financial institutions will look like now that the CRM2 rules are in full force.
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Listen to the discussion on SiriusXM Radio.
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This article was originally published by Anthony Boright for Investment Executive. Read original article here Not all communication on social media is effective and advisors who rely excessively on it to connect with clients and prospects may be hurting their careers unwittingly. Many financial advisors are using social media more than ever before to add […]
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This article was originally published in KPMG’s “Women of Merit” Download PDF CAREER InvestorCOM Inc. Chief Financial Officer EDUCATION B.B.A. – Wilfrid Laurier University What path led you to your current position? I had my first CFO role relatively early, when I was 32 years old. I was working for Humpty Dumpty and the CEO […]
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At InvestorCOM we are a responsible leader in environmental stewardship through our internal operations and by influencing and facilitating responsible communication practices for our clients. This is the Vision Statement for the InvestorCOM Sustainability Committee, and in order to be a leader and facilitate environmentally sustainable changes externally, we truly believe that we have to […]
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InvestorCOM, a leader in providing technology and outsourcing services to the Financial Services industry announced very positive customer satisfaction and loyalty scores, ranking us higher than many consumer brands.
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