Technology Automation or Augmentation?
The Forces of Technology: Automation and Augmentation We are starting to see the signs of a major technology shift in wealth management that is being driven by two factors: automation […]
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Solutions for Client-Focused Reforms
With the recent publishing of new Client-Focused Reform regulation, advisors and dealers are challenged with a new compliance obligation. Our IE article this month provides some background on the reg […]
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Overcoming the Digital Transformation Challenge
Greg Satell’s article does a great job of identifying the challenges of digital transformation. He begins by referencing McKinsey’s highly discouraging estimate that only 1/3 of all digital transformations succeed. […]
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Reducing Regulatory Burden
This recent G+M article provides a good summary of the Regulatory Burden Reduction initiative that the OSC and other CSA partners have initiated. As the article states “burden reduction and […]
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Angus Reid Survey shows millennials are more likely to invest with Robo Advisors
In what might be an obvious conclusion, the younger the investor, the more likely they will invest online. What is interesting about this survey is that the 18-34 demographic is […]
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ETF Facts to be delivered December 10th
‘If you invest in an exchange-traded fund, you should have a better idea of exactly what it is by early December. The Canadian Securities Administrators has set December 10th as […]
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Digital Transformation – winning the 4 fights
This McKinsey & Co. article “Digital Strategy – the Four Fights you have to win” is an excellent summary of the digital hurdles that lurk in many organizations. As we join […]
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E-advisors Outperform their Rivals by 40%
Does the role of technology simply reduce costs and increase productivity? A recent report by Fidelity Clearing indicates that there are bigger benefits – including 42% higher AUM and 24% […]
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The Role of Open Banking in Digital Transformation
We were recently interviewed for an article in Wealth Professional on the subject of Open Banking and how this movement will be a catalyst for digital transformation. I was interested […]
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The Strategic Value of Blockchain
At our recent client conference, one of the sessions was on the strategic value of blockchain. We are exploring the application of blockchain with several client applications and in doing […]
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