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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

City ofUnited kingdomBrent allenSybil verchScott hudsonLiz leporeRaymond jamesScott stennettPortfolio strategies corpBroadridge financial solutions incA private wealth incRichardson wealth ltdCroesus finansoft incRaymond james ltdEnvestnet incConquest planning inc

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

City ofUnited kingdomSam lichtmanJarrett holmesHeather rogersCerulli associatesRogers groupNesbitt burns incPortfolio strategies corpLog increate freeGlobe advisorUnaffiliated wealthPortfolio strategiesHelen burnett nichols

Dealer performance slips in 2023 | Investment Executive

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

United kingdomMaria jose floresRichard mcintyreSam febbraroRobert francesManulife securities incPortfolio strategies corpInvestment planning counsel incCarte wealth management incCanada life assurance coSterling mutuals incInvestia financial services incFinancial incPeak financial groupCounsel portfolio servicesReport card

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 kingdomMaria jose floresRichard mcintyreJason bobeePortfolio strategies corpDesjardins financial security investments incSterling mutuals incDesjardins financial security independent networkBig universityCarte wealth management incManulife securities incReport cardBritish columbiaManulife securitiesPortfolio strategiesSterling mutuals

Fee-based advisors cite tech challenges | Investment Executive

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

Sean etheringtonRichard mcintyreBrent allenJoady guyotSam febbraroManulife securities incInvestment planning counsel incPortfolio strategies corpPeak financial groupCounsel portfolio servicesReport cardSecurities incFidelity clearing canadaAtlantic canadaInvestment planning counselWealth management

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