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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These rules have led to delays, confusion and too much information on clients’ statements By: Leah GolobSource : Investment Executive August 24, 2018 Full Article: https://www.investmentexecutive.com/newspaper_/advisors-report-card/crm2-causing-frustration/ Regardless of the distribution channel in which financial advisors ply their trade, there’s unanimity that their firms are not meeting expectations in providing optimal service with their “client account statements” […]
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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 highlighted in the technology section of The Expositor PUBLISHED June 29, 2018 –David Reeve, interviewed by Rick Gamble for The Expositor, discusses InvestorCOM, challenges the company has faced and digital solutions for the financial services industry. Full Article: The Expositor Article
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Leverage technology to future-proof your business PUBLISHED June 25, 2018 –By removing friction, adding convenience and changing the value proposition, you can protect your practice from the growing influence of robo-advisors. David Reeve believes technology will never replace the quality of human interactions, but it can be used to future-proof practices from the robo-advisors of […]
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Embrace AI or risk irrelevance, advisors warned PUBLISHED May 7, 2018 – Advisors and dealers must embrace artificial intelligence or risk being rendered irrelevant, said a FinTech CEO. David Reeve, of InvestorCOM believes the current tech-savvy generation and the advances of robo are disrupting the industry, and it’s up to planners to meet these growing […]
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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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PUBLISHED MARCH 14, 2018 – When it comes to investment fees and transparency, investors should be paying closer attention to their annual investment reports, which now provide more in-depth information around performance and the true cost of investing. Full Press Release https://www.theglobeandmail.com/globe-investor/funds-and-etfs/things-investors-should-know-as-they-open-their-annual-reports/article38287703/
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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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