Industry Insight

Client Relationship Model Phase 2, known as CRM2, is a regulatory framework put in place to improve transparency for Canadian

The role of the modern financial advisor as we know it is evolving–and for the better. McKinsey & Company analysts

$84 trillion in assets… That’s how much wealth will be transferred from one generation to the next by 2045 according

Understanding The Great Wealth Transfer The Great Wealth Transfer refers to the intergenerational transfer of wealth and financial assets that

A scan across the wealth management and financial services industry shows there is a growing movement of advisors looking to

The 2023 WealthStack Study unveils how technology is propelling the growth of wealth management firms and reshaping their strategies, with

With such an accelerating and dizzying rate of AdvisorTech options available, making the right technology decisions and developing the right

From Registered Investment Advisors (RIAs) and Family Offices to Credit Unions and Community Banks, it’s important to have a well-defined

The (entire) financial services industry is faced with two impending challenges that will undoubtedly hit institutions, advisory firms, and advisors like

The Securities and Exchange Commission (SEC) plays a very critical role in ensuring the integrity and transparency of the securities