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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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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The Digital Flywheel funds Digital Transformation
This McKinsey article highlights some challenges and opportunities with digital transformation in the banking sector. One of the most disturbing findings in this article is that “nearly 50 percent of […]
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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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Foster Innovation for a Better Tomorrow
Rethink Failure “Success is not built on success. Not great success. Great success is built on failure, frustration, even catastrophe.” – Sumner Redstone The “fail fast” philosophy has been prolific […]
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Dealing with Adversity
Like many Canadians, I’ve enjoyed watching the drama of the Winter Olympics unfold over the past few weeks. In addition to the stunning skills and accomplishments on display, what captivated […]
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AI supports human decision-making, it doesn’t replace it
When we launched our Publisher/AI solution earlier this year, we realized that Artificial Intelligence will only solve part of the problem. With our solution there is definitely the need for […]
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Giving Digital Strategy a Little Push
We all know that constantly pushing your employees or your organization is not the best way to get to success, but sometimes this […]
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Diversity Report Card: Call to Action
By now we are all familiar with the refrain that gender diversity at senior executive and board levels leads to better decision-making and superior corporate performance. There is a growing […]
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