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News

Get ahead on the client-focused reforms

News December 10, 2018

Advisors could begin to use technology now to stay onside of the CSA’s proposed client-focused reforms when they take effect By: David Reeve December 10, 2018 Full Article: www.investmentexecutive.com The Canadian Securities Administrators’ (CSA) proposed client-focused reforms are expected to impose additional compliance obligations on financial advisors and their dealers relating to “know your client” (KYC), […]

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InvestorCOM wins Hamilton-Niagara Top Employer 2019

News November 22, 2018

InvestorCOM Inc. is proud to be 1 of 15 companies to win the Hamilton-Niagara Top Employer Award for 2019.

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Gain an edge by embracing technology

News October 15, 2018

Not only does adopting digital tools lead to happier clients, it also results in greater profitability and success for advisors By: David Reeve October 15, 2018 Full Article: www.investmentexecutive.com Many pundits have been busy offering their insights on how the financial services sector has changed in the decade since the global financial crisis. The Washington, D.C.-based […]

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Turning compliance disclosure into a win/win

News August 28, 2018

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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CRM2 causing frustration

News August 24, 2018

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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David Reeve, CEO, InvestorCOM, discusses why open banking can be the most important catalyst for change in wealth management.

News August 21, 2018

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 Profiled in The Expositor

News July 3, 2018

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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David Reeve, CEO, InvestorCOM, discusses leveraging technology to remove friction and add convenience in an article for Investment Executive

News June 27, 2018

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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David Reeve, CEO, InvestorCOM, discusses importance of digital capabilities and artificial intelligence for dealers and advisors to meet growing expectations of the current tech-savvy generation.

News May 9, 2018

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 wins Canada’s Top Small & Medium Employer 2018

News April 27, 2018

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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Recent Posts

  • InvestorCOM wins Hamilton-Niagara Top Employer 2020
  • Announcement – Glenn Reiner, VP Business Development
  • Solutions for Client-Focused Reforms
  • The emergence of the hybrid advisor
  • It’s a wrap: Financial Services 2030 a great success

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