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Should you build your own technology setup? | Investment Executive

Freedom to choose your digital tools varies by firm, but independence has its risks and rewards

Toronto
Ontario
Canada
London
City-of
United-kingdom
Brent-allen
Sybil-verch
Scott-hudson
Liz-lepore
Raymond-james
Scott-stennett

How advisors are engaging younger clients with fewer assets

While their assets currently make up a smaller part of the market share, millennials are still in a position for long-term growth

Winnipeg
Manitoba
Canada
London
City-of
United-kingdom
Sam-lichtman
Jarrett-holmes
Heather-rogers
Cerulli-associates
Rogers-group
Nesbitt-burns-inc

Dealer performance slips in 2023 | Investment Executive

Advisors identify struggles such as back-office glitches and gaps in business support

Canada
Quebec
United-kingdom
British
Maria-jose-flores
Richard-mcintyre
Sam-febbraro
Robert-frances
Manulife
Manulife-securities-inc
Portfolio-strategies-corp
Investment-planning-counsel-inc

Advisors asking for more education opportunities | Investment Executive

The pandemic put many in-person learning programs on hold. Now is the time for firms to bolster their commitment to ongoing training

United-kingdom
British
Maria-jose-flores
Richard-mcintyre
Jason-bobee
Portfolio-strategies-corp
Desjardins-financial-security-investments-inc
Sterling-mutuals-inc
Desjardins-financial-security-independent-network
Big-university
Manulife
Carte-wealth-management-inc

Fee-based advisors cite tech challenges | Investment Executive

Digital tools are important to advisors, but often fall short in performance

Canada
Quebec
Sean-etherington
Richard-mcintyre
Brent-allen
Joady-guyot
Sam-febbraro
Manulife-securities-inc
Transact
Investment-planning-counsel-inc
Manulife
Portfolio-strategies-corp

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