3

Keeping up with IIROC Reforms

We have compiled some areas of regulatory compliance attention for Canadian wealth management firms to help prepare for IIROC's new posture.
May 1, 2020
4

WealthTech Trends 2020 Revisited

The key trends driving innovation in wealth technology and digital advice have not changed – they have just been accelerated by the COVID-19 pandemic.
April 29, 2020
2

Financial Resources for Businesses During National Crisis

Virtually all businesses are being impacted by the COVID-19 pandemic and the national response to this crisis is evolving quickly. During times like these, it is critical to be aware…
April 2, 2020
1

Which Marketing Data Privacy Laws Affect Fintech?

Putting your consumers first is a top priority when it comes to protecting marketing data.
January 29, 2020
5

WealthTech Trends to Watch in 2020

We've compiled insights of 20 top influencers and subject matter experts on the key WealthTech trends to watch as we enter the decade of the 2020s.
December 4, 2019
1

Blockchain and Finance: How the Industry Is Changing

What is blockchain and how will it affect the future of finance? These are our biggest predictions for the world of blockchain.
October 15, 2019
4

Guide to the new language of tech and finance

What is Fintech, Insurtech, Wealthtech, Regtech and Paytech and how to stay up-to-date on key discussions surrounding innovation in finance.
June 11, 2019
5

Wealthtech Trends to Watch in 2019

What is the most important wealthtech trend that the wealth management and advisory industry should pay attention to in 2019? Here's what the experts say.
December 11, 2018
8

The DOL Fiduciary Rule is Dead; Long Live the DOL…

Fifth Circuit Court's decides to vacate the Department of Labor's fiduciary rule, yet fiduciary advice is stronger than ever.
March 21, 2018
8

Women making a difference in financial services

Observations from the 3rd annual Women to Watch awards luncheon in New York City on March 13, 2018.
March 15, 2018
3

WealthTech Trends to Watch in 2018

Digital wealth management trends to watch in 2018, featuring contributions from leading wealthtech and fintech influencers.
December 18, 2017
2

Merrill Lynch’s big shift in Incentive Compensation

Merrill Lynch's recent incentive compensation changes signal a shift towards a stronger Sales Performance Management posture in the organization and the wealth industry as a whole.
November 15, 2017
3

Top Reads: Tech & the Future of Wealth Management

As head of product and strategy at Xtiva, a big part of my job is staying on top of the accelerating pace of change in the financial services industry, particularly…
October 19, 2017
3

How Wealth Management Can Survive a 40 Basis Point Future

The world of wealth management is barely recognizable today in comparison to just a few years ago – and the pace of change is accelerating. We now live in a…
October 10, 2017
1

Mary Meeker’s 2017 Trends: 5 Insights for the Financial Industry

We’ve assembled key highlights and implications for financial services businesses from Mary Meeker's 2017 Internet Trends Report.
June 6, 2017